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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 | $3,680 | $75,541-95.1% | $152,093-97.6% | $82,637-95.5% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | -15.03% | 32.56%-47.6pp | 66.36%-81.4pp | 53.51%-68.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $186 | $3,206-94.2% | $5,451-96.6% | $4,126-95.5% |
| Admin fee / account holder | $1,152 | $6,405-82.0% | $14,497-92.1% | $7,339-84.3% |