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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 | $3,014 | $45,872-93.4% | $77,096-96.1% | $68,486-95.6% |
| Participation rate | 4.9% | 55.9%-51.0pp | 67.9%-63.0pp | 67.9%-63.0pp |
| Annual return | -38.81% | 1.73%-40.5pp | 42.35%-81.2pp | -7.85%-31.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $144 | $2,963-95.1% | $4,429-96.7% | $4,028-96.4% |
| Admin fee / account holder | $867 | $3,041-71.5% | $5,428-84.0% | $5,404-84.0% |