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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 | $7,188 | $62,589-88.5% | $76,768-90.6% | $64,173-88.8% |
| Participation rate | 19.1% | 72.8%-53.7pp | 77.0%-57.8pp | 69.6%-50.4pp |
| Annual return | -8.70% | -1.95%-6.8pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $920 | $3,145-70.8% | $3,852-76.1% | $3,470-73.5% |
| Admin fee / account holder | $1,668 | $4,667-64.3% | $6,675-75.0% | $4,887-65.9% |