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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 | $2,038 | $99,633-98.0% | $183,328-98.9% | $82,448-97.5% |
| Participation rate | 9.1% | 70.8%-61.7pp | 77.3%-68.2pp | 68.1%-59.0pp |
| Annual return | -6.38% | 17.84%-24.2pp | 29.67%-36.0pp | 41.64%-48.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $363 | $4,938-92.6% | $6,795-94.7% | $4,139-91.2% |
| Admin fee / account holder | $3,492 | $9,934-64.8% | $21,427-83.7% | $7,234-51.7% |