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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 | $23,672 | $91,536-74.1% | $130,062-81.8% | $75,177-68.5% |
| Participation rate | 23.6% | 71.5%-47.8pp | 78.5%-54.9pp | 67.2%-43.6pp |
| Annual return | 9.52% | -631.62%+641.1pp | -137.37%+146.9pp | 160.75%-151.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,434 | $4,343-67.0% | $5,821-75.4% | $4,126-65.2% |
| Admin fee / account holder | $11,583 | $6,780+70.9% | $10,601+9.3% | $5,651+105.0% |