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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 | $10,469 | $76,642-86.3% | $146,866-92.9% | $65,306-84.0% |
| Participation rate | 16.7% | 61.2%-44.6pp | 82.5%-65.8pp | 57.7%-41.0pp |
| Annual return | -1.09% | 33.40%-34.5pp | 102.85%-103.9pp | 21.94%-23.0pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $580 | $4,864-88.1% | $7,759-92.5% | $2,959-80.4% |
| Admin fee / account holder | $5,082 | $3,960+28.3% | $13,620-62.7% | $3,480+46.0% |