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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 | $367 | $57,073-99.4% | $85,126-99.6% | $80,925-99.5% |
| Participation rate | 22.2% | 56.4%-34.2pp | 67.5%-45.3pp | 67.7%-45.4pp |
| Annual return | -6.54% | 21.69%-28.2pp | 66.63%-73.2pp | 35.65%-42.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $96 | $3,113-96.9% | $4,523-97.9% | $4,299-97.8% |
| Admin fee / account holder | $642 | $4,988-87.1% | $6,160-89.6% | $6,940-90.7% |