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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 | $5,241 | $97,881-94.6% | $80,004-93.4% | $125,389-95.8% |
| Participation rate | 17.4% | 77.9%-60.5pp | 73.0%-55.6pp | 83.2%-65.8pp |
| Annual return | -12.82% | 9.36%-22.2pp | 7.63%-20.5pp | 282.24%-295.1pp |
| Employer contribution / active EE | $184 | $3,128-94.1% | $2,473-92.6% | $4,866-96.2% |
| Participant deferral / active EE | $184 | $3,744-95.1% | $3,204-94.3% | $5,352-96.6% |
| Admin fee / account holder | $484 | $6,278-92.3% | $5,033-90.4% | $9,541-94.9% |