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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 | $709 | $29,319-97.6% | $52,425-98.6% | $82,448-99.1% |
| Participation rate | 65.8% | 46.9%+18.9pp | 55.6%+10.2pp | 68.1%-2.3pp |
| Annual return | -14.77% | 535.20%-550.0pp | 302.12%-316.9pp | 41.64%-56.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $196 | $1,171-83.3% | $1,790-89.1% | $4,139-95.3% |
| Admin fee / account holder | $326 | $1,962-83.4% | $2,495-86.9% | $7,234-95.5% |