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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 | $5,669 | $106,749-94.7% | $145,433-96.1% | $82,448-93.1% |
| Participation rate | 32.1% | 75.6%-43.5pp | 82.1%-50.0pp | 68.1%-35.9pp |
| Annual return | -9.78% | 27.59%-37.4pp | 66.58%-76.4pp | 41.64%-51.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $22 | $6,519-99.7% | $7,897-99.7% | $4,139-99.5% |
| Admin fee / account holder | $13,933 | $8,390+66.1% | $13,129+6.1% | $7,234+92.6% |