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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 | $1,658 | $35,183-95.3% | $73,545-97.7% | $70,124-97.6% |
| Participation rate | 18.8% | 42.9%-24.2pp | 54.9%-36.2pp | 69.5%-50.8pp |
| Annual return | -39.48% | 26.90%-66.4pp | -15.16%-24.3pp | 73.14%-112.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $256 | $1,220-79.0% | $1,806-85.8% | $3,332-92.3% |
| Admin fee / account holder | $1,626 | $2,302-29.4% | $2,320-29.9% | $4,645-65.0% |