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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 | $973 | $67,894-98.6% | $89,340-98.9% | $82,448-98.8% |
| Participation rate | 44.0% | 64.0%-20.0pp | 69.6%-25.6pp | 68.1%-24.1pp |
| Annual return | -16.93% | 19.21%-36.1pp | 20.57%-37.5pp | 41.64%-58.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $55 | $3,072-98.2% | $3,823-98.6% | $4,139-98.7% |
| Admin fee / account holder | $376 | $5,723-93.4% | $6,704-94.4% | $7,234-94.8% |