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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 | $17,938 | $82,674-78.3% | $125,381-85.7% | $68,486-73.8% |
| Participation rate | 60.3% | 75.1%-14.7pp | 82.4%-22.0pp | 67.9%-7.5pp |
| Annual return | -20.08% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,920 | $6,111-68.6% | $7,448-74.2% | $4,028-52.3% |
| Admin fee / account holder | $490 | $6,277-92.2% | $10,007-95.1% | $5,404-90.9% |