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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 | $14,152 | $58,587-75.8% | $83,322-83.0% | $64,173-77.9% |
| Participation rate | 14.3% | 72.0%-57.7pp | 77.8%-63.5pp | 69.6%-55.3pp |
| Annual return | -8.61% | 9.65%-18.3pp | 10.64%-19.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,303 | $4,654-72.0% | $5,565-76.6% | $3,470-62.4% |
| Admin fee / account holder | $713 | $9,279-92.3% | $7,540-90.5% | $4,887-85.4% |