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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 | $12,777 | $94,529-86.5% | $140,019-90.9% | $64,173-80.1% |
| Participation rate | 34.5% | 84.1%-49.6pp | 87.5%-53.0pp | 69.6%-35.1pp |
| Annual return | -13.99% | 7.77%-21.8pp | 651.17%-665.2pp | 7.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $921 | $5,250-82.5% | $6,927-86.7% | $3,470-73.4% |
| Admin fee / account holder | $1,138 | $6,741-83.1% | $10,705-89.4% | $4,887-76.7% |