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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 | $6,464 | $64,176-89.9% | $112,249-94.2% | $66,938-90.3% |
| Participation rate | 16.8% | 68.4%-51.6pp | 75.1%-58.2pp | 69.8%-53.0pp |
| Annual return | -21.51% | -13.80%-7.7pp | 27.48%-49.0pp | 1.58%-23.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $649 | $3,694-82.4% | $4,729-86.3% | $4,238-84.7% |
| Admin fee / account holder | $552 | $626-11.7% | $6,412-91.4% | $594-6.9% |