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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 | $1,692 | $49,976-96.6% | $66,674-97.5% | $82,637-98.0% |
| Participation rate | 44.7% | 63.1%-18.4pp | 73.7%-29.0pp | 68.1%-23.4pp |
| Annual return | 1.10% | 39.09%-38.0pp | 321.24%-320.1pp | 53.51%-52.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $183 | $2,847-93.6% | $4,084-95.5% | $4,126-95.6% |
| Admin fee / account holder | $514 | $4,594-88.8% | $5,098-89.9% | $7,339-93.0% |