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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 | $9,980 | $110,083-90.9% | $151,645-93.4% | $68,490-85.4% |
| Participation rate | 37.9% | 84.0%-46.0pp | 87.5%-49.6pp | 67.9%-30.0pp |
| Annual return | -24.44% | -10.12%-14.3pp | 3.34%-27.8pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,874 | $6,526-71.3% | $8,363-77.6% | $4,028-53.5% |
| Admin fee / account holder | $1,893 | $7,718-75.5% | $11,614-83.7% | $5,403-65.0% |