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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 | $169 | $64,462-99.7% | $81,482-99.8% | $80,911-99.8% |
| Participation rate | 2.5% | 63.9%-61.4pp | 69.5%-67.0pp | 67.6%-65.2pp |
| Annual return | -0.35% | 16.35%-16.7pp | 24.79%-25.1pp | 35.63%-36.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13 | $3,094-99.6% | $3,885-99.7% | $4,297-99.7% |
| Admin fee / account holder | $783 | $5,678-86.2% | $5,761-86.4% | $6,935-88.7% |