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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 | $14,459 | $93,346-84.5% | $71,796-79.9% | $273,972-94.7% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | -4.84% | 130.39%-135.2pp | 78.04%-82.9pp | 41.46%-46.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $315 | $3,475-90.9% | $2,794-88.7% | $5,287-94.0% |
| Admin fee / account holder | $1,838 | $6,571-72.0% | $4,815-61.8% | $10,133-81.9% |