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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 | $4,143 | $71,215-94.2% | $93,696-95.6% | $80,935-94.9% |
| Participation rate | 7.1% | 60.4%-53.3pp | 68.7%-61.6pp | 67.7%-60.5pp |
| Annual return | -16.64% | 11.27%-27.9pp | 133.74%-150.4pp | 35.66%-52.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $103 | $4,037-97.4% | $4,417-97.7% | $4,299-97.6% |
| Admin fee / account holder | $876 | $6,958-87.4% | $8,287-89.4% | $6,924-87.4% |