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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 | $14,627 | $77,976-81.2% | $81,367-82.0% | $125,389-88.3% |
| Participation rate | 64.7% | 83.3%-18.6pp | 82.3%-17.6pp | 83.2%-18.5pp |
| Annual return | -7.45% | -2.85%-4.6pp | -0.92%-6.5pp | 282.24%-289.7pp |
| Employer contribution / active EE | $0 | $4,366-100.0% | $3,930-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $801 | $5,646-85.8% | $5,383-85.1% | $5,352-85.0% |
| Admin fee / account holder | $2,347 | $12,476-81.2% | $8,926-73.7% | $9,541-75.4% |