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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 | $946 | $81,276-98.8% | $155,574-99.4% | $80,925-98.8% |
| Participation rate | 1.4% | 66.2%-64.8pp | 78.2%-76.8pp | 67.7%-66.2pp |
| Annual return | -32.84% | 33.36%-66.2pp | 64.87%-97.7pp | 35.65%-68.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $49 | $3,453-98.6% | $5,629-99.1% | $4,299-98.9% |
| Admin fee / account holder | $3,580 | $7,993-55.2% | $15,914-77.5% | $6,940-48.4% |