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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 | $1,008 | $100,792-99.0% | $86,691-98.8% | $134,509-99.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -70.91% | 29.08%-100.0pp | 35.94%-106.9pp | 418.13%-489.0pp |
| Employer contribution / active EE | $776 | $3,491-77.8% | $2,837-72.6% | $4,741-83.6% |
| Participant deferral / active EE | $1,312 | $5,339-75.4% | $4,656-71.8% | $6,400-79.5% |
| Admin fee / account holder | $4,471 | $10,924-59.1% | $7,492-40.3% | $11,427-60.9% |