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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 | $8,305 | $72,177-88.5% | $115,037-92.8% | $59,633-86.1% |
| Participation rate | 8.0% | 72.6%-64.6pp | 81.4%-73.4pp | 68.7%-60.7pp |
| Annual return | -4.42% | 12.02%-16.4pp | 26.14%-30.6pp | 2041.40%-2045.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,526 | $4,783-68.1% | $6,026-74.7% | $3,192-52.2% |
| Admin fee / account holder | $8,475 | $4,927+72.0% | $8,175+3.7% | $4,297+97.2% |