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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 | $24,656 | $131,835-81.3% | $108,582-77.3% | $273,972-91.0% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.6%-32.5pp | 83.0%-36.0pp |
| Annual return | 0.28% | -91.57%+91.8pp | -51.70%+52.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $153 | $5,127-97.0% | $4,311-96.5% | $5,287-97.1% |
| Admin fee / account holder | $373 | $10,253-96.4% | $7,645-95.1% | $10,133-96.3% |