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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 | $214 | $108,825-99.8% | $156,181-99.9% | $82,448-99.7% |
| Participation rate | 1.8% | 72.4%-70.6pp | 78.8%-77.1pp | 68.1%-66.3pp |
| Annual return | -15.23% | 20.59%-35.8pp | 64.87%-80.1pp | 41.64%-56.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $24 | $4,577-99.5% | $6,132-99.6% | $4,139-99.4% |
| Admin fee / account holder | $4,158 | $9,341-55.5% | $14,586-71.5% | $7,234-42.5% |