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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 | $11,237 | $72,177-84.4% | $115,037-90.2% | $59,633-81.2% |
| Participation rate | 13.5% | 72.6%-59.1pp | 81.4%-67.9pp | 68.7%-55.2pp |
| Annual return | -3.44% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,279 | $4,783-73.3% | $6,026-78.8% | $3,192-59.9% |
| Admin fee / account holder | $15,849 | $4,927+221.7% | $8,175+93.9% | $4,297+268.8% |