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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 | $12,700 | $56,197-77.4% | $67,652-81.2% | $59,633-78.7% |
| Participation rate | 40.3% | 71.5%-31.1pp | 75.7%-35.3pp | 68.7%-28.3pp |
| Annual return | -4.05% | 18508.10%-18512.2pp | 6625.40%-6629.4pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $808 | $2,844-71.6% | $3,560-77.3% | $3,192-74.7% |
| Admin fee / account holder | $1,178 | $3,958-70.2% | $4,821-75.6% | $4,297-72.6% |