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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 | $3,260 | $45,872-92.9% | $77,081-95.8% | $68,495-95.2% |
| Participation rate | 18.0% | 55.9%-37.9pp | 67.9%-49.9pp | 67.9%-49.9pp |
| Annual return | -21.29% | 1.73%-23.0pp | 42.33%-63.6pp | -7.84%-13.5pp |
| Employer contribution / active EE | $288 | $1,650-82.5% | $2,813-89.8% | $2,596-88.9% |
| Participant deferral / active EE | $474 | $2,963-84.0% | $4,428-89.3% | $4,028-88.2% |
| Admin fee / account holder | $822 | $3,041-73.0% | $5,427-84.9% | $5,403-84.8% |