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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 | $9,848 | $65,453-85.0% | $86,698-88.6% | $66,938-85.3% |
| Participation rate | 42.2% | 75.5%-33.3pp | 76.6%-34.4pp | 69.8%-27.7pp |
| Annual return | -19.93% | -10.89%-9.0pp | 35.95%-55.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $740 | $4,102-82.0% | $4,656-84.1% | $4,238-82.5% |
| Admin fee / account holder | $353 | $642-45.0% | $7,493-95.3% | $594-40.6% |