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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 | $10,360 | $77,816-86.7% | $123,552-91.6% | $64,173-83.9% |
| Participation rate | 29.3% | 74.7%-45.4pp | 82.3%-53.0pp | 69.6%-40.2pp |
| Annual return | -14.49% | 12.49%-27.0pp | 119.20%-133.7pp | 7.63%-22.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,848 | $5,240-64.7% | $6,426-71.2% | $3,470-46.7% |
| Admin fee / account holder | $3,454 | $5,519-37.4% | $9,285-62.8% | $4,887-29.3% |