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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 | $3,493 | $54,370-93.6% | $82,763-95.8% | $68,490-94.9% |
| Participation rate | 14.7% | 63.9%-49.2pp | 72.6%-57.9pp | 67.9%-53.2pp |
| Annual return | -20.18% | -13.67%-6.5pp | 702.45%-722.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $386 | $3,247-88.1% | $4,395-91.2% | $4,028-90.4% |
| Admin fee / account holder | $308 | $4,398-93.0% | $5,325-94.2% | $5,403-94.3% |