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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 | $6,682 | $73,848-91.0% | $143,799-95.4% | $68,486-90.2% |
| Participation rate | 15.1% | 66.7%-51.6pp | 80.3%-65.2pp | 67.9%-52.8pp |
| Annual return | -21.41% | 0.91%-22.3pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $316 | $3,385-90.7% | $5,638-94.4% | $4,028-92.2% |
| Admin fee / account holder | $879 | $5,755-84.7% | $14,677-94.0% | $5,404-83.7% |