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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 | $1,592 | $95,959-98.3% | $97,411-98.4% | $138,895-98.9% |
| Participation rate | 30.0% | 81.8%-51.8pp | 80.4%-50.4pp | 79.9%-49.9pp |
| Annual return | -31.45% | 29.30%-60.8pp | 34.72%-66.2pp | 145.39%-176.8pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $242 | $5,876-95.9% | $5,886-95.9% | $6,396-96.2% |
| Admin fee / account holder | $3,384 | $7,555-55.2% | $7,145-52.6% | $12,562-73.1% |