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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 | $1,245 | $46,697-97.3% | $117,529-98.9% | $68,490-98.2% |
| Participation rate | 51.9% | 56.8%-4.9pp | 70.6%-18.7pp | 67.9%-16.0pp |
| Annual return | -19.99% | -14.52%-5.5pp | 29.77%-49.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $428 | $1,506-71.6% | $4,179-89.8% | $2,597-83.5% |
| Participant deferral / active EE | $174 | $2,637-93.4% | $4,072-95.7% | $4,028-95.7% |
| Admin fee / account holder | $543 | $4,023-86.5% | $5,645-90.4% | $5,403-90.0% |