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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 | $12,062 | $87,544-86.2% | $75,784-84.1% | $125,388-90.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.37% | 13.49%-18.9pp | 9.68%-15.1pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $564 | $4,229-86.7% | $3,652-84.6% | $5,352-89.5% |
| Admin fee / account holder | $396 | $6,502-93.9% | $5,300-92.5% | $9,541-95.8% |