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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 | $7,772 | $72,177-89.2% | $115,038-93.2% | $59,633-87.0% |
| Participation rate | 12.2% | 72.6%-60.4pp | 81.4%-69.2pp | 68.7%-56.5pp |
| Annual return | -2.87% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $559 | $4,783-88.3% | $6,026-90.7% | $3,192-82.5% |
| Admin fee / account holder | $1,073 | $4,927-78.2% | $8,175-86.9% | $4,297-75.0% |