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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 | $17,008 | $64,719-73.7% | $112,249-84.8% | $68,486-75.2% |
| Participation rate | 31.5% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.4pp |
| Annual return | -22.45% | -11.40%-11.1pp | 27.48%-49.9pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $518 | $3,565-85.5% | $4,729-89.0% | $4,028-87.1% |
| Admin fee / account holder | $2,283 | $5,232-56.4% | $6,412-64.4% | $5,404-57.7% |