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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 | $14,095 | $56,197-74.9% | $67,652-79.2% | $59,633-76.4% |
| Participation rate | 34.4% | 71.5%-37.1pp | 75.7%-41.3pp | 68.7%-34.3pp |
| Annual return | -3.79% | 18508.10%-18511.9pp | 6625.40%-6629.2pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $584 | $2,844-79.5% | $3,560-83.6% | $3,192-81.7% |
| Admin fee / account holder | $342 | $3,958-91.4% | $4,821-92.9% | $4,297-92.0% |