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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 | $7,858 | $54,763-85.7% | $90,324-91.3% | $72,976-89.2% |
| Participation rate | 43.8% | 65.2%-21.4pp | 73.3%-29.5pp | 69.5%-25.7pp |
| Annual return | -1.65% | 30.63%-32.3pp | 78.15%-79.8pp | 81.02%-82.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $348 | $2,887-87.9% | $3,885-91.0% | $3,608-90.3% |
| Admin fee / account holder | $1,696 | $3,973-57.3% | $5,356-68.3% | $5,124-66.9% |