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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 | $9,701 | $71,215-86.4% | $93,696-89.6% | $80,935-88.0% |
| Participation rate | 15.2% | 60.4%-45.2pp | 68.7%-53.6pp | 67.7%-52.5pp |
| Annual return | -45.56% | 11.27%-56.8pp | 133.74%-179.3pp | 35.66%-81.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,063 | $4,037-73.7% | $4,417-75.9% | $4,299-75.3% |
| Admin fee / account holder | $11,373 | $6,958+63.5% | $8,287+37.2% | $6,924+64.2% |