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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 | $2,931 | $61,660-95.2% | $80,022-96.3% | $64,173-95.4% |
| Participation rate | 28.2% | 71.7%-43.5pp | 75.8%-47.6pp | 69.6%-41.4pp |
| Annual return | -39.24% | -0.33%-38.9pp | 11.22%-50.5pp | 7.63%-46.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $620 | $2,968-79.1% | $3,686-83.2% | $3,470-82.1% |
| Admin fee / account holder | $774 | $5,417-85.7% | $6,521-88.1% | $4,887-84.2% |