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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 | $10,045 | $77,817-87.1% | $123,553-91.9% | $64,173-84.3% |
| Participation rate | 43.6% | 74.7%-31.1pp | 82.3%-38.7pp | 69.6%-26.0pp |
| Annual return | -9.12% | 12.49%-21.6pp | 119.21%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,119 | $5,240-78.6% | $6,426-82.6% | $3,470-67.7% |
| Admin fee / account holder | $1,968 | $5,519-64.3% | $9,284-78.8% | $4,887-59.7% |