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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 | $6,950 | $62,583-88.9% | $76,767-90.9% | $64,173-89.2% |
| Participation rate | 21.6% | 72.8%-51.2pp | 77.0%-55.3pp | 69.6%-47.9pp |
| Annual return | -11.35% | -1.95%-9.4pp | 2.43%-13.8pp | 7.63%-19.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $432 | $3,145-86.3% | $3,852-88.8% | $3,470-87.6% |
| Admin fee / account holder | $533 | $4,667-88.6% | $6,675-92.0% | $4,887-89.1% |