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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 | $3,780 | $78,690-95.2% | $161,489-97.7% | $87,485-95.7% |
| Participation rate | 14.0% | 67.5%-53.5pp | 78.7%-64.7pp | 68.9%-54.9pp |
| Annual return | -23.49% | 32.74%-56.2pp | 89.72%-113.2pp | 26.06%-49.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $341 | $3,311-89.7% | $5,630-93.9% | $4,274-92.0% |
| Admin fee / account holder | $2,348 | $6,724-65.1% | $16,006-85.3% | $7,775-69.8% |