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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 | $2,138 | $54,162-96.1% | $68,612-96.9% | $64,173-96.7% |
| Participation rate | 22.2% | 68.1%-45.8pp | 72.2%-50.0pp | 69.6%-47.3pp |
| Annual return | -9.51% | -1.62%-7.9pp | -4.63%-4.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $482 | $2,626-81.7% | $3,311-85.4% | $3,470-86.1% |
| Admin fee / account holder | $747 | $4,029-81.5% | $5,131-85.4% | $4,887-84.7% |