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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 | $551 | $36,948-98.5% | $73,658-99.3% | $87,485-99.4% |
| Participation rate | 14.6% | 46.8%-32.2pp | 57.0%-42.4pp | 68.9%-54.3pp |
| Annual return | -11.70% | 28.64%-40.3pp | 29.72%-41.4pp | 26.06%-37.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $156 | $1,379-88.7% | $2,062-92.4% | $4,274-96.3% |
| Admin fee / account holder | $751 | $2,531-70.3% | $3,357-77.6% | $7,775-90.3% |