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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 | $2,252 | $72,027-96.9% | $185,861-98.8% | $79,856-97.2% |
| Participation rate | 13.8% | 65.8%-52.0pp | 78.0%-64.2pp | 69.6%-55.8pp |
| Annual return | -14.96% | 23.13%-38.1pp | 35.96%-50.9pp | 31.71%-46.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $67 | $3,780-98.2% | $5,634-98.8% | $3,741-98.2% |
| Admin fee / account holder | $1,496 | $4,513-66.9% | $9,503-84.3% | $5,306-71.8% |