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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 | $641 | $48,267-98.7% | $68,808-99.1% | $68,486-99.1% |
| Participation rate | 6.4% | 60.7%-54.3pp | 69.0%-62.6pp | 67.9%-61.5pp |
| Annual return | -25.83% | -12.70%-13.1pp | -6.37%-19.5pp | -7.85%-18.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $154 | $2,867-94.6% | $3,942-96.1% | $4,028-96.2% |
| Admin fee / account holder | $2,069 | $4,362-52.6% | $4,936-58.1% | $5,404-61.7% |