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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 | $494 | $71,215-99.3% | $93,696-99.5% | $80,935-99.4% |
| Participation rate | 67.7% | 60.4%+7.3pp | 68.7%-1.0pp | 67.7%+0.1pp |
| Annual return | -12.74% | 11.27%-24.0pp | 133.74%-146.5pp | 35.66%-48.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $53 | $4,037-98.7% | $4,417-98.8% | $4,299-98.8% |
| Admin fee / account holder | $523 | $6,958-92.5% | $8,287-93.7% | $6,924-92.5% |