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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 | $114,119-99.7% | $107,187-99.7% | $138,895-99.8% |
| Participation rate | 26.7% | 78.1%-51.4pp | 75.0%-48.4pp | 79.9%-53.3pp |
| Annual return | -33.65% | 273.21%-306.9pp | 204.55%-238.2pp | 145.39%-179.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $284 | $5,538-94.9% | $5,096-94.4% | $6,396-95.6% |
| Admin fee / account holder | $1,237 | $10,024-87.7% | $9,162-86.5% | $12,562-90.2% |