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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 | $57,061-91.3% | $85,063-94.2% | $80,911-93.9% |
| Participation rate | 12.0% | 56.3%-44.4pp | 67.5%-55.5pp | 67.6%-55.7pp |
| Annual return | -3.03% | 21.66%-24.7pp | 66.54%-69.6pp | 35.63%-38.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $217 | $3,110-93.0% | $4,523-95.2% | $4,297-95.0% |
| Admin fee / account holder | $608 | $4,986-87.8% | $6,155-90.1% | $6,935-91.2% |