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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 | $518 | $52,306-99.0% | $69,779-99.3% | $62,881-99.2% |
| Participation rate | 11.4% | 67.2%-55.9pp | 71.8%-60.5pp | 69.3%-57.9pp |
| Annual return | -2.65% | 13.35%-16.0pp | 12.99%-15.6pp | 20.14%-22.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $51 | $2,395-97.9% | $2,931-98.3% | $3,203-98.4% |
| Admin fee / account holder | $638 | $3,691-82.7% | $4,381-85.4% | $4,296-85.1% |