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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 | $20,093 | $65,704-69.4% | $94,229-78.7% | $59,633-66.3% |
| Participation rate | 54.5% | 72.1%-17.6pp | 78.8%-24.2pp | 68.7%-14.1pp |
| Annual return | -2.69% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $662 | $3,143-79.0% | $4,320-84.7% | $3,192-79.3% |
| Admin fee / account holder | $313 | $4,265-92.7% | $6,269-95.0% | $4,297-92.7% |