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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 | $22,033 | $110,083-80.0% | $151,645-85.5% | $68,490-67.8% |
| Participation rate | 46.1% | 84.0%-37.9pp | 87.5%-41.4pp | 67.9%-21.8pp |
| Annual return | -18.85% | -10.12%-8.7pp | 3.34%-22.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,422 | $6,526-78.2% | $8,363-83.0% | $4,028-64.7% |
| Admin fee / account holder | $2,346 | $7,718-69.6% | $11,614-79.8% | $5,403-56.6% |