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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 | $380 | $36,948-99.0% | $73,658-99.5% | $87,485-99.6% |
| Participation rate | 2.7% | 46.8%-44.1pp | 57.0%-54.3pp | 68.9%-66.2pp |
| Annual return | -19.39% | 28.64%-48.0pp | 29.72%-49.1pp | 26.06%-45.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $34 | $1,379-97.5% | $2,062-98.3% | $4,274-99.2% |
| Admin fee / account holder | $1,350 | $2,531-46.7% | $3,357-59.8% | $7,775-82.6% |