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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 | $556 | $57,140-99.0% | $85,240-99.3% | $80,959-99.3% |
| Participation rate | 19.8% | 56.4%-36.6pp | 67.5%-47.7pp | 67.7%-47.9pp |
| Annual return | -22.61% | 21.71%-44.3pp | 66.75%-89.4pp | 35.67%-58.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $65 | $3,115-97.9% | $4,527-98.6% | $4,300-98.5% |
| Admin fee / account holder | $304 | $4,992-93.9% | $6,165-95.1% | $6,925-95.6% |