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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 | $3,384 | $73,848-95.4% | $143,799-97.6% | $68,486-95.1% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -26.00% | 0.91%-26.9pp | -0.04%-26.0pp | -7.85%-18.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $869 | $3,385-74.3% | $5,638-84.6% | $4,028-78.4% |
| Admin fee / account holder | $357 | $5,755-93.8% | $14,677-97.6% | $5,404-93.4% |