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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 | $5,836 | $40,275-85.5% | $57,356-89.8% | $59,633-90.2% |
| Participation rate | 37.5% | 69.1%-31.6pp | 75.1%-37.6pp | 68.7%-31.2pp |
| Annual return | -2.71% | 27.52%-30.2pp | 24.41%-27.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $197 | $2,400-91.8% | $3,162-93.8% | $3,192-93.8% |
| Admin fee / account holder | $1,890 | $2,820-33.0% | $3,357-43.7% | $4,297-56.0% |