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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 | $21,891 | $69,977-68.7% | $108,582-79.8% | $62,881-65.2% |
| Participation rate | 15.6% | 72.9%-57.3pp | 79.6%-63.9pp | 69.3%-53.7pp |
| Annual return | -73.90% | 10.73%-84.6pp | -51.70%-22.2pp | 20.14%-94.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $727 | $3,165-77.0% | $4,311-83.1% | $3,203-77.3% |
| Admin fee / account holder | $6,022 | $5,076+18.6% | $7,645-21.2% | $4,296+40.2% |