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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 | $2,172 | $50,919-95.7% | $155,556-98.6% | $77,762-97.2% |
| Participation rate | 4.9% | 63.1%-58.2pp | 78.2%-73.3pp | 70.6%-65.7pp |
| Annual return | -7.77% | 34.84%-42.6pp | 64.84%-72.6pp | 31.27%-39.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $21 | $2,824-99.3% | $5,631-99.6% | $4,651-99.6% |
| Admin fee / account holder | $367 | $437-16.0% | $15,885-97.7% | $433-15.3% |