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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 | $16,930 | $52,903-68.0% | $73,309-76.9% | $59,632-71.6% |
| Participation rate | 48.6% | 68.2%-19.6pp | 74.9%-26.3pp | 68.7%-20.0pp |
| Annual return | -3.43% | 12.20%-15.6pp | 5.67%-9.1pp | 2041.32%-2044.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,049 | $4,069-74.2% | $4,991-79.0% | $3,192-67.1% |
| Admin fee / account holder | $693 | $3,834-81.9% | $5,637-87.7% | $4,297-83.9% |