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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 | $1,190 | $76,407-98.4% | $150,298-99.2% | $82,448-98.6% |
| Participation rate | 68.8% | 66.4%+2.4pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | -12.02% | 39.99%-52.0pp | 62.79%-74.8pp | 41.64%-53.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $46 | $3,214-98.6% | $5,453-99.2% | $4,139-98.9% |
| Admin fee / account holder | $359 | $6,352-94.4% | $14,116-97.5% | $7,234-95.0% |