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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 | $19,130 | $72,620-73.7% | $90,760-78.9% | $66,938-71.4% |
| Participation rate | 4.7% | 73.7%-69.0pp | 75.7%-71.0pp | 69.8%-65.1pp |
| Annual return | -25.14% | -12.28%-12.9pp | -12.16%-13.0pp | 1.58%-26.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $317 | $3,979-92.0% | $4,565-93.1% | $4,238-92.5% |
| Admin fee / account holder | $2,427 | $707+243.1% | $8,444-71.3% | $594+308.9% |