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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 | $575 | $77,908-99.3% | $149,696-99.6% | $75,173-99.2% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | -6.73% | 31.73%-38.5pp | 134.46%-141.2pp | 160.72%-167.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $68 | $3,411-98.0% | $5,682-98.8% | $4,126-98.3% |
| Admin fee / account holder | $1,540 | $5,950-74.1% | $13,212-88.3% | $5,651-72.7% |