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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 | $195 | $71,208-99.7% | $93,681-99.8% | $80,911-99.8% |
| Participation rate | 1.9% | 60.4%-58.5pp | 68.7%-66.8pp | 67.6%-65.7pp |
| Annual return | -5.56% | 11.27%-16.8pp | 133.47%-139.0pp | 35.63%-41.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $640 | $6,951-90.8% | $8,290-92.3% | $6,935-90.8% |