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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 | $405 | $106,749-99.6% | $145,433-99.7% | $82,448-99.5% |
| Participation rate | 55.8% | 75.6%-19.8pp | 82.1%-26.3pp | 68.1%-12.3pp |
| Annual return | -1.31% | 27.59%-28.9pp | 66.58%-67.9pp | 41.64%-42.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $146 | $6,519-97.8% | $7,897-98.2% | $4,139-96.5% |
| Admin fee / account holder | $700 | $8,390-91.7% | $13,129-94.7% | $7,234-90.3% |