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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 | $15,452 | $106,524-85.5% | $152,301-89.9% | $87,485-82.3% |
| Participation rate | 8.1% | 75.8%-67.7pp | 82.4%-74.4pp | 68.9%-60.9pp |
| Annual return | -12.06% | 26.89%-38.9pp | 80.50%-92.6pp | 26.06%-38.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $523 | $6,525-92.0% | $8,004-93.5% | $4,274-87.8% |
| Admin fee / account holder | $4,928 | $8,287-40.5% | $14,398-65.8% | $7,775-36.6% |