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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 | $304 | $61,815-99.5% | $97,295-99.7% | $80,959-99.6% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.7%-55.2pp | 67.7%-50.2pp |
| Annual return | -13.19% | -558.73%+545.5pp | 75.62%-88.8pp | 35.67%-48.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $157 | $3,027-94.8% | $4,264-96.3% | $4,300-96.3% |
| Admin fee / account holder | $525 | $5,166-89.8% | $5,646-90.7% | $6,925-92.4% |