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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 | $3,768 | $105,623-96.4% | $87,502-95.7% | $273,972-98.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | -12.52% | 12.26%-24.8pp | 12.21%-24.7pp | 41.46%-54.0pp |
| Employer contribution / active EE | $177 | $3,141-94.4% | $2,550-93.1% | $4,869-96.4% |
| Participant deferral / active EE | $221 | $3,601-93.9% | $3,149-93.0% | $5,287-95.8% |
| Admin fee / account holder | $426 | $4,781-91.1% | $4,221-89.9% | $10,133-95.8% |