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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 | $5,322 | $77,817-93.2% | $123,553-95.7% | $64,173-91.7% |
| Participation rate | 57.7% | 74.7%-17.0pp | 82.3%-24.6pp | 69.6%-11.9pp |
| Annual return | -14.65% | 12.49%-27.1pp | 119.21%-133.9pp | 7.63%-22.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,023 | $5,240-61.4% | $6,426-68.5% | $3,470-41.7% |
| Admin fee / account holder | $302 | $5,519-94.5% | $9,284-96.7% | $4,887-93.8% |