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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 | $342 | $63,703-99.5% | $93,063-99.6% | $82,448-99.6% |
| Participation rate | 45.7% | 63.8%-18.1pp | 72.1%-26.4pp | 68.1%-22.4pp |
| Annual return | -35.21% | -775.43%+740.2pp | 34.15%-69.4pp | 41.64%-76.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $71 | $2,919-97.6% | $3,958-98.2% | $4,139-98.3% |
| Admin fee / account holder | $308 | $5,982-94.9% | $6,033-94.9% | $7,234-95.7% |