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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 | $8,343 | $64,716-87.1% | $112,258-92.6% | $68,495-87.8% |
| Participation rate | 5.3% | 67.2%-61.9pp | 75.1%-69.8pp | 67.9%-62.6pp |
| Annual return | -21.42% | -11.40%-10.0pp | 27.47%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $271 | $3,565-92.4% | $4,728-94.3% | $4,028-93.3% |
| Admin fee / account holder | $2,411 | $5,232-53.9% | $6,411-62.4% | $5,403-55.4% |