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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 | $1,872 | $46,599-96.0% | $64,101-97.1% | $75,173-97.5% |
| Participation rate | 6.3% | 65.9%-59.7pp | 72.3%-66.1pp | 67.2%-61.0pp |
| Annual return | -15.33% | 26.06%-41.4pp | 33.72%-49.1pp | 160.72%-176.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $161 | $2,837-94.3% | $3,881-95.8% | $4,126-96.1% |
| Admin fee / account holder | $1,226 | $2,956-58.5% | $3,070-60.1% | $5,651-78.3% |