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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 | $14,617 | $110,212-86.7% | $96,534-84.9% | $139,466-89.5% |
| Participation rate | 12.5% | 78.1%-65.6pp | 76.0%-63.5pp | 80.3%-67.8pp |
| Annual return | -41.76% | 26.42%-68.2pp | 25.88%-67.6pp | 373.66%-415.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $962 | $5,547-82.7% | $4,851-80.2% | $6,712-85.7% |
| Admin fee / account holder | $6,543 | $11,599-43.6% | $8,253-20.7% | $11,409-42.6% |