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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 | $1,665 | $43,333-96.2% | $59,883-97.2% | $64,181-97.4% |
| Participation rate | 17.8% | 69.2%-51.4pp | 74.7%-56.9pp | 69.6%-51.8pp |
| Annual return | -10.49% | -1.55%-8.9pp | 3.46%-13.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $235 | $2,547-90.8% | $3,402-93.1% | $3,470-93.2% |
| Admin fee / account holder | $538 | $3,006-82.1% | $3,591-85.0% | $4,887-89.0% |