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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 | $12,986 | $64,719-79.9% | $112,249-88.4% | $68,486-81.0% |
| Participation rate | 25.9% | 67.2%-41.3pp | 75.1%-49.2pp | 67.9%-42.0pp |
| Annual return | -24.11% | -11.40%-12.7pp | 27.48%-51.6pp | -7.85%-16.3pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,499 | $3,565-58.0% | $4,729-68.3% | $4,028-62.8% |
| Admin fee / account holder | $963 | $5,232-81.6% | $6,412-85.0% | $5,404-82.2% |