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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 | $4,943 | $57,140-91.3% | $85,240-94.2% | $80,959-93.9% |
| Participation rate | 12.0% | 56.4%-44.5pp | 67.5%-55.6pp | 67.7%-55.7pp |
| Annual return | -3.03% | 21.71%-24.7pp | 66.75%-69.8pp | 35.67%-38.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $217 | $3,115-93.0% | $4,527-95.2% | $4,300-95.0% |
| Admin fee / account holder | $608 | $4,992-87.8% | $6,165-90.1% | $6,925-91.2% |