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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 | $10,599 | $46,732-77.3% | $156,551-93.2% | $55,167-80.8% |
| Participation rate | 14.6% | 65.8%-51.2pp | 84.0%-69.5pp | 69.0%-54.4pp |
| Annual return | -0.48% | 17.72%-18.2pp | 32.23%-32.7pp | 169.23%-169.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $424 | $2,204-80.8% | $4,871-91.3% | $3,054-86.1% |
| Admin fee / account holder | $657 | $418+57.1% | $13,028-95.0% | $504+30.4% |