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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 | $879 | $78,690-98.9% | $161,489-99.5% | $87,485-99.0% |
| Participation rate | 42.2% | 67.5%-25.2pp | 78.7%-36.5pp | 68.9%-26.7pp |
| Annual return | -1.17% | 32.74%-33.9pp | 89.72%-90.9pp | 26.06%-27.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $243 | $3,311-92.7% | $5,630-95.7% | $4,274-94.3% |
| Admin fee / account holder | $2,549 | $6,724-62.1% | $16,006-84.1% | $7,775-67.2% |