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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 | $9,063 | $57,352-84.2% | $83,831-89.2% | $64,173-85.9% |
| Participation rate | 22.6% | 68.6%-46.0pp | 76.1%-53.5pp | 69.6%-46.9pp |
| Annual return | -9.11% | 11.38%-20.5pp | 850.99%-860.1pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,117 | $2,993-62.7% | $4,082-72.6% | $3,470-67.8% |
| Admin fee / account holder | $342 | $4,046-91.5% | $5,479-93.8% | $4,887-93.0% |