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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 | $20,482 | $65,704-68.8% | $94,229-78.3% | $59,633-65.7% |
| Participation rate | 43.2% | 72.1%-28.9pp | 78.8%-35.6pp | 68.7%-25.5pp |
| Annual return | -2.82% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $969 | $3,143-69.2% | $4,320-77.6% | $3,192-69.6% |
| Admin fee / account holder | $3,411 | $4,265-20.0% | $6,269-45.6% | $4,297-20.6% |