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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 | $6,527 | $106,749-93.9% | $145,433-95.5% | $82,448-92.1% |
| Participation rate | 16.0% | 75.6%-59.6pp | 82.1%-66.1pp | 68.1%-52.1pp |
| Annual return | -8.34% | 27.59%-35.9pp | 66.58%-74.9pp | 41.64%-50.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $884 | $6,519-86.4% | $7,897-88.8% | $4,139-78.6% |
| Admin fee / account holder | $13,891 | $8,390+65.6% | $13,129+5.8% | $7,234+92.0% |