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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 | $739 | $83,427-99.1% | $115,756-99.4% | $68,495-98.9% |
| Participation rate | 5.9% | 71.9%-66.0pp | 77.1%-71.2pp | 67.9%-62.0pp |
| Annual return | -19.62% | -10.95%-8.7pp | 143.14%-162.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $38 | $5,355-99.3% | $6,254-99.4% | $4,028-99.1% |
| Admin fee / account holder | $483 | $5,708-91.5% | $8,124-94.1% | $5,403-91.1% |