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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 | $398 | $61,816-99.4% | $97,260-99.6% | $80,935-99.5% |
| Participation rate | 39.4% | 63.5%-24.1pp | 72.7%-33.3pp | 67.7%-28.3pp |
| Annual return | -72.16% | -558.73%+486.6pp | 75.54%-147.7pp | 35.66%-107.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $290 | $3,027-90.4% | $4,262-93.2% | $4,299-93.3% |
| Admin fee / account holder | $366 | $5,166-92.9% | $5,640-93.5% | $6,924-94.7% |