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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 | $13,448 | $54,380-75.3% | $68,509-80.4% | $59,633-77.4% |
| Participation rate | 30.6% | 70.2%-39.6pp | 74.7%-44.2pp | 68.7%-38.1pp |
| Annual return | -15.95% | 2.83%-18.8pp | 8.27%-24.2pp | 2041.45%-2057.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,005 | $2,643-62.0% | $3,382-70.3% | $3,192-68.5% |
| Admin fee / account holder | $2,833 | $3,885-27.1% | $5,275-46.3% | $4,297-34.1% |