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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 | $4,230 | $69,518-93.9% | $59,887-92.9% | $135,379-96.9% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.7%-56.5pp | 82.6%-64.5pp |
| Annual return | -15.30% | 7.95%-23.2pp | 3.46%-18.8pp | 519.79%-535.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $87 | $4,204-97.9% | $3,402-97.5% | $5,609-98.5% |
| Admin fee / account holder | $652 | $5,734-88.6% | $3,591-81.8% | $10,828-94.0% |