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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 | $956 | $104,650-99.1% | $83,854-98.9% | $155,188-99.4% |
| Participation rate | 9.1% | 65.1%-56.0pp | 59.1%-50.0pp | 80.8%-71.7pp |
| Annual return | -5.64% | 28.97%-34.6pp | 31.39%-37.0pp | 148.84%-154.5pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $83 | $2,367-96.5% | $2,035-95.9% | $6,531-98.7% |
| Admin fee / account holder | $572 | $3,518-83.7% | $3,197-82.1% | $14,480-96.0% |