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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 | $11,330 | $91,198-87.6% | $178,503-93.7% | $79,856-85.8% |
| Participation rate | 44.9% | 69.2%-24.3pp | 81.9%-37.0pp | 69.6%-24.7pp |
| Annual return | -0.03% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $721 | $3,237-77.7% | $5,202-86.1% | $3,741-80.7% |
| Admin fee / account holder | $693 | $6,748-89.7% | $13,987-95.0% | $5,306-86.9% |