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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 | $9,334 | $136,307-93.2% | $106,619-91.2% | $273,972-96.6% |
| Participation rate | 26.3% | 84.8%-58.5pp | 78.0%-51.7pp | 83.0%-56.7pp |
| Annual return | -2.74% | 11.05%-13.8pp | 9.42%-12.2pp | 41.46%-44.2pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $562 | $4,969-88.7% | $3,930-85.7% | $5,287-89.4% |
| Admin fee / account holder | $2,009 | $8,625-76.7% | $6,418-68.7% | $10,133-80.2% |