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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 | $1,904 | $76,407-97.5% | $150,298-98.7% | $82,448-97.7% |
| Participation rate | 5.9% | 66.4%-60.5pp | 77.8%-71.9pp | 68.1%-62.2pp |
| Annual return | -11.73% | 39.99%-51.7pp | 62.79%-74.5pp | 41.64%-53.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $34 | $3,214-99.0% | $5,453-99.4% | $4,139-99.2% |
| Admin fee / account holder | $604 | $6,352-90.5% | $14,116-95.7% | $7,234-91.6% |