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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 | $3,812 | $45,872-91.7% | $77,100-95.1% | $68,490-94.4% |
| Participation rate | 5.1% | 55.9%-50.8pp | 67.9%-62.8pp | 67.9%-62.8pp |
| Annual return | -20.78% | 1.73%-22.5pp | 42.35%-63.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $133 | $2,963-95.5% | $4,430-97.0% | $4,028-96.7% |
| Admin fee / account holder | $1,992 | $3,041-34.5% | $5,443-63.4% | $5,403-63.1% |