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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 | $11,329 | $48,050-76.4% | $85,969-86.8% | $59,633-81.0% |
| Participation rate | 25.6% | 64.5%-38.9pp | 76.5%-51.0pp | 68.7%-43.1pp |
| Annual return | -7.95% | 0.29%-8.2pp | 9.32%-17.3pp | 2041.40%-2049.4pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $575 | $2,249-74.4% | $3,829-85.0% | $3,192-82.0% |
| Admin fee / account holder | $1,258 | $3,206-60.8% | $6,053-79.2% | $4,297-70.7% |