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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 | $3,154 | $73,863-95.7% | $143,797-97.8% | $68,490-95.4% |
| Participation rate | 34.0% | 66.7%-32.6pp | 80.3%-46.3pp | 67.9%-33.9pp |
| Annual return | -21.78% | 0.91%-22.7pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $701 | $3,385-79.3% | $5,638-87.6% | $4,028-82.6% |
| Admin fee / account holder | $559 | $5,756-90.3% | $14,679-96.2% | $5,403-89.6% |