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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 | $17,715 | $69,977-74.7% | $108,582-83.7% | $62,881-71.8% |
| Participation rate | 17.6% | 72.9%-55.2pp | 79.6%-61.9pp | 69.3%-51.7pp |
| Annual return | -0.54% | 10.73%-11.3pp | -51.70%+51.2pp | 20.14%-20.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7 | $3,165-99.8% | $4,311-99.8% | $3,203-99.8% |
| Admin fee / account holder | $1,747 | $5,076-65.6% | $7,645-77.2% | $4,296-59.3% |