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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 | $15,816 | $58,828-73.1% | $78,002-79.7% | $62,881-74.8% |
| Participation rate | 58.6% | 71.1%-12.4pp | 75.5%-16.9pp | 69.3%-10.7pp |
| Annual return | -2.00% | 17.16%-19.2pp | 425.99%-428.0pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $606 | $2,686-77.4% | $3,497-82.7% | $3,203-81.1% |
| Admin fee / account holder | $814 | $4,393-81.5% | $5,481-85.1% | $4,296-81.0% |