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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 | $14,587 | $77,817-81.3% | $123,553-88.2% | $64,173-77.3% |
| Participation rate | 36.1% | 74.7%-38.6pp | 82.3%-46.2pp | 69.6%-33.5pp |
| Annual return | -10.27% | 12.49%-22.8pp | 119.21%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,622 | $5,240-69.0% | $6,426-74.8% | $3,470-53.2% |
| Admin fee / account holder | $1,140 | $5,519-79.4% | $9,284-87.7% | $4,887-76.7% |