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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 | $3,996 | $55,930-92.9% | $76,089-94.7% | $80,925-95.1% |
| Participation rate | 2.9% | 62.1%-59.1pp | 69.1%-66.1pp | 67.7%-64.7pp |
| Annual return | 1.26% | 20.58%-19.3pp | 360.94%-359.7pp | 35.65%-34.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $30 | $3,051-99.0% | $4,259-99.3% | $4,299-99.3% |
| Admin fee / account holder | $383 | $5,241-92.7% | $6,418-94.0% | $6,940-94.5% |