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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 | $17,606 | $167,362-89.5% | $143,799-87.8% | $134,532-86.9% |
| Participation rate | 17.6% | 84.8%-67.2pp | 80.3%-62.7pp | 81.2%-63.6pp |
| Annual return | -25.04% | 0.47%-25.5pp | -0.04%-25.0pp | 418.27%-443.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,006 | $6,447-68.9% | $5,638-64.4% | $6,401-68.7% |
| Admin fee / account holder | $922 | $18,094-94.9% | $14,677-93.7% | $11,429-91.9% |