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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 | $4,047 | $62,586-93.5% | $76,766-94.7% | $64,181-93.7% |
| Participation rate | 9.0% | 72.8%-63.9pp | 77.0%-68.0pp | 69.6%-60.6pp |
| Annual return | -22.09% | -1.95%-20.1pp | 2.43%-24.5pp | 7.63%-29.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $212 | $3,145-93.3% | $3,851-94.5% | $3,470-93.9% |
| Admin fee / account holder | $781 | $4,667-83.3% | $6,675-88.3% | $4,887-84.0% |