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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 | $13,442 | $59,111-77.3% | $86,451-84.5% | $68,490-80.4% |
| Participation rate | 25.8% | 75.2%-49.4pp | 80.3%-54.5pp | 67.9%-42.1pp |
| Annual return | -30.11% | -0.22%-29.9pp | 4398.51%-4428.6pp | -7.85%-22.3pp |
| Employer contribution / active EE | $411 | $2,519-83.7% | $3,770-89.1% | $2,597-84.2% |
| Participant deferral / active EE | $2,091 | $5,900-64.6% | $6,953-69.9% | $4,028-48.1% |
| Admin fee / account holder | $918 | $5,640-83.7% | $6,734-86.4% | $5,403-83.0% |