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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 | $7,906 | $54,355-85.5% | $82,744-90.4% | $68,486-88.5% |
| Participation rate | 14.8% | 63.9%-49.1pp | 72.6%-57.7pp | 67.9%-53.1pp |
| Annual return | -22.41% | -13.67%-8.7pp | 702.22%-724.6pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $533 | $3,246-83.6% | $4,395-87.9% | $4,028-86.8% |
| Admin fee / account holder | $2,249 | $4,397-48.8% | $5,325-57.8% | $5,404-58.4% |