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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 | $1,443 | $56,484-97.4% | $169,452-99.1% | $64,173-97.8% |
| Participation rate | 40.0% | 64.5%-24.5pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | -8.61% | -1.55%-7.1pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $497 | $3,448-85.6% | $5,277-90.6% | $3,470-85.7% |
| Admin fee / account holder | $381 | $4,174-90.9% | $9,110-95.8% | $4,887-92.2% |