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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 | $1,783 | $36,948-95.2% | $73,658-97.6% | $87,485-98.0% |
| Participation rate | 35.9% | 46.8%-10.9pp | 57.0%-21.1pp | 68.9%-33.0pp |
| Annual return | -36.78% | 28.64%-65.4pp | 29.72%-66.5pp | 26.06%-62.8pp |
| Employer contribution / active EE | $95 | $670-85.9% | $1,032-90.8% | $2,596-96.4% |
| Participant deferral / active EE | $213 | $1,379-84.5% | $2,062-89.7% | $4,274-95.0% |
| Admin fee / account holder | $768 | $2,531-69.7% | $3,357-77.1% | $7,775-90.1% |