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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 | $12,306 | $59,116-79.2% | $86,438-85.8% | $68,486-82.0% |
| Participation rate | 14.7% | 75.2%-60.5pp | 80.3%-65.6pp | 67.9%-53.2pp |
| Annual return | -19.86% | -0.23%-19.6pp | 4397.19%-4417.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $612 | $5,902-89.6% | $6,952-91.2% | $4,028-84.8% |
| Admin fee / account holder | $2,215 | $5,639-60.7% | $6,733-67.1% | $5,404-59.0% |