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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,492 | $97,027-92.3% | $83,323-91.0% | $135,382-94.5% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -11.37% | 12.31%-23.7pp | 10.63%-22.0pp | 519.77%-531.1pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,607 | $5,964-73.1% | $5,565-71.1% | $5,609-71.4% |
| Admin fee / account holder | $1,166 | $8,427-86.2% | $7,539-84.5% | $10,829-89.2% |