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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 | $9,863 | $68,880-85.7% | $120,580-91.8% | $80,959-87.8% |
| Participation rate | 28.2% | 61.7%-33.5pp | 72.0%-43.8pp | 67.7%-39.5pp |
| Annual return | -11.13% | 23.68%-34.8pp | 107.48%-118.6pp | 35.67%-46.8pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $798 | $3,191-75.0% | $4,995-84.0% | $4,300-81.4% |
| Admin fee / account holder | $2,073 | $5,785-64.2% | $9,418-78.0% | $6,925-70.1% |