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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 | $5,449 | $70,684-92.3% | $169,390-96.8% | $75,173-92.8% |
| Participation rate | 20.0% | 64.8%-44.8pp | 77.2%-57.2pp | 67.2%-47.2pp |
| Annual return | -1.99% | 36.38%-38.4pp | 406.07%-408.1pp | 160.72%-162.7pp |
| Employer contribution / active EE | $526 | $2,211-76.2% | $4,013-86.9% | $2,671-80.3% |
| Participant deferral / active EE | $587 | $4,310-86.4% | $6,222-90.6% | $4,126-85.8% |
| Admin fee / account holder | $436 | $5,404-91.9% | $9,015-95.2% | $5,651-92.3% |