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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 | $141 | $126,661-99.9% | $113,397-99.9% | $138,895-99.9% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.5%-47.9pp | 79.9%-51.3pp |
| Annual return | -5.46% | 25.05%-30.5pp | 23.20%-28.7pp | 145.39%-150.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $132 | $5,693-97.7% | $5,076-97.4% | $6,396-97.9% |
| Admin fee / account holder | $2,370 | $14,549-83.7% | $11,957-80.2% | $12,562-81.1% |