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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 | $10,937 | $71,878-84.8% | $86,698-87.4% | $68,486-84.0% |
| Participation rate | 18.9% | 72.2%-53.4pp | 76.6%-57.7pp | 67.9%-49.0pp |
| Annual return | -23.97% | 3.53%-27.5pp | 35.95%-59.9pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,126 | $3,779-70.2% | $4,656-75.8% | $4,028-72.0% |
| Admin fee / account holder | $506 | $6,113-91.7% | $7,493-93.2% | $5,404-90.6% |