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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 | $11,694 | $69,977-83.3% | $108,582-89.2% | $62,881-81.4% |
| Participation rate | 45.9% | 72.9%-27.0pp | 79.6%-33.7pp | 69.3%-23.4pp |
| Annual return | 4.28% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $397 | $3,165-87.5% | $4,311-90.8% | $3,203-87.6% |
| Admin fee / account holder | $10,154 | $5,076+100.0% | $7,645+32.8% | $4,296+136.4% |