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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 | $1,433 | $72,404-98.0% | $110,243-98.7% | $64,173-97.8% |
| Participation rate | 13.3% | 73.3%-60.0pp | 79.8%-66.5pp | 69.6%-56.2pp |
| Annual return | -18.46% | -6.29%-12.2pp | 314.76%-333.2pp | 7.63%-26.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $253 | $3,469-92.7% | $4,672-94.6% | $3,470-92.7% |
| Admin fee / account holder | $1,361 | $5,664-76.0% | $8,548-84.1% | $4,887-72.2% |