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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 | $974 | $57,590-98.3% | $86,233-98.9% | $82,448-98.8% |
| Participation rate | 40.6% | 57.9%-17.2pp | 69.0%-28.4pp | 68.1%-27.4pp |
| Annual return | -3.20% | 22.41%-25.6pp | 61.39%-64.6pp | 41.64%-44.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $282 | $3,080-90.8% | $4,559-93.8% | $4,139-93.2% |
| Admin fee / account holder | $6,278 | $4,730+32.7% | $8,342-24.7% | $7,234-13.2% |