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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 | $18,926 | $73,019-74.1% | $90,766-79.1% | $68,490-72.4% |
| Participation rate | 46.9% | 70.8%-24.0pp | 75.7%-28.8pp | 67.9%-21.0pp |
| Annual return | -24.74% | -13.81%-10.9pp | -12.16%-12.6pp | -7.85%-16.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,020 | $3,626-71.9% | $4,565-77.7% | $4,028-74.7% |
| Admin fee / account holder | $4,886 | $5,897-17.1% | $8,446-42.2% | $5,403-9.6% |