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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 | $6,547 | $56,054-88.3% | $171,082-96.2% | $62,881-89.6% |
| Participation rate | 22.7% | 62.9%-40.1pp | 76.7%-54.0pp | 69.3%-46.6pp |
| Annual return | -4.51% | 22.52%-27.0pp | 32.56%-37.1pp | 20.14%-24.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $875 | $3,158-72.3% | $4,797-81.8% | $3,203-72.7% |
| Admin fee / account holder | $786 | $3,647-78.4% | $8,520-90.8% | $4,296-81.7% |