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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 | $13,058 | $82,678-84.2% | $125,391-89.6% | $68,490-80.9% |
| Participation rate | 22.0% | 75.1%-53.1pp | 82.4%-60.4pp | 67.9%-45.9pp |
| Annual return | -20.79% | -5.97%-14.8pp | 572.41%-593.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,234 | $6,111-79.8% | $7,448-83.4% | $4,028-69.4% |
| Admin fee / account holder | $499 | $6,277-92.0% | $10,009-95.0% | $5,403-90.8% |