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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 | $903 | $107,809-99.2% | $90,657-99.0% | $135,380-99.3% |
| Participation rate | 65.0% | 78.0%-13.0pp | 74.0%-9.0pp | 82.6%-17.6pp |
| Annual return | -10.43% | -0.90%-9.5pp | 1.89%-12.3pp | 519.81%-530.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $418 | $3,872-89.2% | $3,424-87.8% | $5,609-92.6% |
| Admin fee / account holder | $379 | $5,931-93.6% | $4,994-92.4% | $10,828-96.5% |