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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 | $6,387 | $81,233-92.1% | $155,567-95.9% | $80,874-92.1% |
| Participation rate | 22.1% | 66.2%-44.1pp | 78.2%-56.1pp | 67.6%-45.5pp |
| Annual return | -6.05% | 33.33%-39.4pp | 64.74%-70.8pp | 35.62%-41.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $147 | $3,452-95.7% | $5,628-97.4% | $4,297-96.6% |
| Admin fee / account holder | $1,248 | $7,998-84.4% | $15,916-92.2% | $6,935-82.0% |