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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 | $6,577 | $40,275-83.7% | $57,356-88.5% | $59,633-89.0% |
| Participation rate | 17.1% | 69.1%-52.1pp | 75.1%-58.0pp | 68.7%-51.6pp |
| Annual return | -10.42% | 27.52%-37.9pp | 24.41%-34.8pp | 2041.45%-2051.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $358 | $2,400-85.1% | $3,162-88.7% | $3,192-88.8% |
| Admin fee / account holder | $328 | $2,820-88.4% | $3,357-90.2% | $4,297-92.4% |