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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 | $12,083 | $131,835-90.8% | $108,582-88.9% | $273,972-95.6% |
| Participation rate | 35.3% | 83.5%-48.2pp | 79.6%-44.3pp | 83.0%-47.7pp |
| Annual return | 0.75% | -91.57%+92.3pp | -51.70%+52.4pp | 41.46%-40.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $277 | $5,127-94.6% | $4,311-93.6% | $5,287-94.8% |
| Admin fee / account holder | $8,921 | $10,253-13.0% | $7,645+16.7% | $10,133-12.0% |