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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 | $2,503 | $39,132-93.6% | $57,196-95.6% | $62,881-96.0% |
| Participation rate | 28.1% | 70.5%-42.4pp | 75.3%-47.2pp | 69.3%-41.2pp |
| Annual return | -19.68% | 9.24%-28.9pp | 14.59%-34.3pp | 20.14%-39.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $406 | $2,374-82.9% | $3,096-86.9% | $3,203-87.3% |
| Admin fee / account holder | $7,001 | $2,594+169.9% | $3,141+122.9% | $4,296+63.0% |