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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 | $9,777 | $76,551-87.2% | $123,894-92.1% | $62,881-84.5% |
| Participation rate | 20.5% | 73.0%-52.5pp | 81.4%-61.0pp | 69.3%-48.9pp |
| Annual return | -6.30% | 18.68%-25.0pp | 47.52%-53.8pp | 20.14%-26.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $820 | $4,840-83.1% | $5,984-86.3% | $3,203-74.4% |
| Admin fee / account holder | $1,015 | $4,826-79.0% | $8,357-87.9% | $4,296-76.4% |