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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 | $10,184 | $91,179-88.8% | $178,499-94.3% | $79,852-87.2% |
| Participation rate | 57.7% | 69.2%-11.5pp | 81.9%-24.2pp | 69.6%-11.9pp |
| Annual return | 0.11% | 24.19%-24.1pp | 151.10%-151.0pp | 31.72%-31.6pp |
| Employer contribution / active EE | $2,144 | $3,256-34.2% | $5,011-57.2% | $2,471-13.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,114 | $6,749-68.7% | $13,986-84.9% | $5,306-60.2% |