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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 | $8,567 | $53,546-84.0% | $69,884-87.7% | $68,486-87.5% |
| Participation rate | 22.6% | 64.5%-41.9pp | 70.5%-47.8pp | 67.9%-45.3pp |
| Annual return | -24.17% | -13.87%-10.3pp | 190.81%-215.0pp | -7.85%-16.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $687 | $2,957-76.8% | $3,848-82.2% | $4,028-83.0% |
| Admin fee / account holder | $564 | $4,693-88.0% | $6,266-91.0% | $5,404-89.6% |