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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 | $6,907 | $76,551-91.0% | $123,894-94.4% | $62,881-89.0% |
| Participation rate | 2.2% | 73.0%-70.7pp | 81.4%-79.2pp | 69.3%-67.1pp |
| Annual return | -0.72% | 18.68%-19.4pp | 47.52%-48.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4 | $4,840-99.9% | $5,984-99.9% | $3,203-99.9% |
| Admin fee / account holder | $12,542 | $4,826+159.9% | $8,357+50.1% | $4,296+192.0% |