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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 | $7,872 | $82,032-90.4% | $123,106-93.6% | $59,632-86.8% |
| Participation rate | 25.0% | 83.2%-58.2pp | 86.8%-61.8pp | 68.7%-43.7pp |
| Annual return | -2.48% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $791 | $4,667-83.0% | $6,229-87.3% | $3,192-75.2% |
| Admin fee / account holder | $535 | $5,881-90.9% | $9,015-94.1% | $4,297-87.6% |