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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 | $14,452 | $113,941-87.3% | $94,229-84.7% | $125,389-88.5% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | -6.58% | 5.29%-11.9pp | 10.68%-17.3pp | 282.24%-288.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $206 | $5,179-96.0% | $4,320-95.2% | $5,352-96.1% |
| Admin fee / account holder | $902 | $8,392-89.3% | $6,269-85.6% | $9,541-90.5% |