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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 | $1,356 | $113,941-98.8% | $94,229-98.6% | $125,389-98.9% |
| Participation rate | 63.6% | 82.9%-19.3pp | 78.8%-15.1pp | 83.2%-19.6pp |
| Annual return | -40.28% | 5.29%-45.6pp | 10.68%-51.0pp | 282.24%-322.5pp |
| Employer contribution / active EE | $811 | $4,727-82.9% | $3,587-77.4% | $4,866-83.3% |
| Participant deferral / active EE | $284 | $5,179-94.5% | $4,320-93.4% | $5,352-94.7% |
| Admin fee / account holder | $487 | $8,392-94.2% | $6,269-92.2% | $9,541-94.9% |