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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 | $2,739 | $53,546-94.9% | $69,884-96.1% | $68,486-96.0% |
| Participation rate | 8.1% | 64.5%-56.4pp | 70.5%-62.4pp | 67.9%-59.8pp |
| Annual return | -32.84% | -13.87%-19.0pp | 190.81%-223.7pp | -7.85%-25.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $422 | $2,957-85.7% | $3,848-89.0% | $4,028-89.5% |
| Admin fee / account holder | $17,345 | $4,693+269.6% | $6,266+176.8% | $5,404+221.0% |