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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 | $8,010 | $49,177-83.7% | $79,467-89.9% | $64,173-87.5% |
| Participation rate | 16.1% | 65.0%-48.9pp | 73.3%-57.2pp | 69.6%-53.4pp |
| Annual return | -10.17% | -1.16%-9.0pp | 718.30%-728.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $91 | $2,821-96.8% | $3,704-97.5% | $3,470-97.4% |
| Admin fee / account holder | $660 | $3,839-82.8% | $5,104-87.1% | $4,887-86.5% |