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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 | $9,775 | $105,861-90.8% | $90,756-89.2% | $134,509-92.7% |
| Participation rate | 35.7% | 78.2%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -20.96% | -10.99%-10.0pp | -12.16%-8.8pp | 418.13%-439.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $802 | $5,217-84.6% | $4,565-82.4% | $6,400-87.5% |
| Admin fee / account holder | $2,680 | $13,938-80.8% | $8,445-68.3% | $11,427-76.5% |