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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 | $317 | $111,535-99.7% | $105,223-99.7% | $137,256-99.8% |
| Participation rate | 26.7% | 78.1%-51.4pp | 75.0%-48.4pp | 80.0%-53.3pp |
| Annual return | -33.65% | 237.85%-271.5pp | 180.65%-214.3pp | 220.34%-254.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $284 | $5,500-94.8% | $5,072-94.4% | $6,407-95.6% |
| Admin fee / account holder | $1,237 | $9,721-87.3% | $8,859-86.0% | $12,270-89.9% |