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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 | $979 | $143,969-99.3% | $199,883-99.5% | $82,637-98.8% |
| Participation rate | 58.1% | 84.1%-26.1pp | 86.8%-28.7pp | 68.1%-10.0pp |
| Annual return | -8.38% | 25.67%-34.1pp | 43.81%-52.2pp | 53.51%-61.9pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $102 | $6,937-98.5% | $9,138-98.9% | $4,126-97.5% |
| Admin fee / account holder | $932 | $14,597-93.6% | $17,268-94.6% | $7,339-87.3% |