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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 | $21,341 | $73,009-70.8% | $90,760-76.5% | $68,486-68.8% |
| Participation rate | 20.0% | 70.8%-50.8pp | 75.7%-55.7pp | 67.9%-47.9pp |
| Annual return | -18.96% | -13.81%-5.1pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $429 | $3,626-88.2% | $4,565-90.6% | $4,028-89.3% |
| Admin fee / account holder | $862 | $5,896-85.4% | $8,444-89.8% | $5,404-84.0% |