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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 | $4,202 | $100,073-95.8% | $85,126-95.1% | $145,877-97.1% |
| Participation rate | 15.0% | 74.1%-59.1pp | 67.5%-52.5pp | 80.3%-65.3pp |
| Annual return | -20.83% | 84.11%-104.9pp | 66.63%-87.5pp | 551.28%-572.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $163 | $5,294-96.9% | $4,523-96.4% | $6,691-97.6% |
| Admin fee / account holder | $2,391 | $7,261-67.1% | $6,160-61.2% | $13,402-82.2% |