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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 | $8,791 | $83,427-89.5% | $115,756-92.4% | $68,495-87.2% |
| Participation rate | 20.0% | 71.9%-51.9pp | 77.1%-57.1pp | 67.9%-47.9pp |
| Annual return | -28.83% | -10.95%-17.9pp | 143.14%-172.0pp | -7.84%-21.0pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $940 | $5,355-82.4% | $6,254-85.0% | $4,028-76.7% |
| Admin fee / account holder | $1,009 | $5,708-82.3% | $8,124-87.6% | $5,403-81.3% |