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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 | $8,279 | $45,343-81.7% | $150,298-94.5% | $67,986-87.8% |
| Participation rate | 5.2% | 51.9%-46.7pp | 77.8%-72.6pp | 57.2%-52.0pp |
| Annual return | -11.85% | 33.28%-45.1pp | 62.79%-74.6pp | 31.67%-43.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $59 | $2,055-97.1% | $5,453-98.9% | $3,358-98.2% |
| Admin fee / account holder | $2,632 | $2,250+17.0% | $14,116-81.4% | $3,203-17.8% |