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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 | $7,436 | $77,817-90.4% | $123,553-94.0% | $64,173-88.4% |
| Participation rate | 18.4% | 74.7%-56.3pp | 82.3%-63.9pp | 69.6%-51.1pp |
| Annual return | -16.74% | 12.49%-29.2pp | 119.21%-135.9pp | 7.63%-24.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $61 | $5,240-98.8% | $6,426-99.0% | $3,470-98.2% |
| Admin fee / account holder | $537 | $5,519-90.3% | $9,284-94.2% | $4,887-89.0% |