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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 | $13,754 | $72,177-80.9% | $115,038-88.0% | $59,633-76.9% |
| Participation rate | 25.8% | 72.6%-46.7pp | 81.4%-55.6pp | 68.7%-42.9pp |
| Annual return | -6.30% | 12.02%-18.3pp | 26.14%-32.4pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $699 | $4,783-85.4% | $6,026-88.4% | $3,192-78.1% |
| Admin fee / account holder | $1,069 | $4,927-78.3% | $8,175-86.9% | $4,297-75.1% |