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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 | $6,442 | $71,873-91.0% | $86,698-92.6% | $68,490-90.6% |
| Participation rate | 11.6% | 72.2%-60.7pp | 76.6%-65.0pp | 67.9%-56.3pp |
| Annual return | -19.70% | 3.54%-23.2pp | 35.96%-55.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $208 | $3,779-94.5% | $4,656-95.5% | $4,028-94.8% |
| Admin fee / account holder | $1,023 | $6,110-83.3% | $7,492-86.3% | $5,403-81.1% |