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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 | $3,714 | $71,480-94.8% | $90,782-95.9% | $64,173-94.2% |
| Participation rate | 6.0% | 77.6%-71.5pp | 82.7%-76.6pp | 69.6%-63.5pp |
| Annual return | -7.92% | -4.25%-3.7pp | -3.42%-4.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $118 | $4,302-97.3% | $5,366-97.8% | $3,470-96.6% |
| Admin fee / account holder | $1,470 | $6,309-76.7% | $5,908-75.1% | $4,887-69.9% |