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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 | $1,609 | $58,848-97.3% | $88,179-98.2% | $82,637-98.1% |
| Participation rate | 43.4% | 57.9%-14.5pp | 69.1%-25.8pp | 68.1%-24.7pp |
| Annual return | -3.17% | 22.76%-25.9pp | 64.97%-68.1pp | 53.51%-56.7pp |
| Employer contribution / active EE | $268 | $1,678-84.0% | $2,549-89.5% | $2,552-89.5% |
| Participant deferral / active EE | $320 | $3,124-89.8% | $4,614-93.1% | $4,126-92.3% |
| Admin fee / account holder | $1,541 | $4,795-67.9% | $7,673-79.9% | $7,339-79.0% |