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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 | $5,667 | $58,848-90.4% | $88,179-93.6% | $82,637-93.1% |
| Participation rate | 17.9% | 57.9%-39.9pp | 69.1%-51.2pp | 68.1%-50.1pp |
| Annual return | -1.65% | 22.76%-24.4pp | 64.97%-66.6pp | 53.51%-55.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $213 | $3,124-93.2% | $4,614-95.4% | $4,126-94.8% |
| Admin fee / account holder | $21,963 | $4,795+358.0% | $7,673+186.2% | $7,339+199.3% |