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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 | $2,516 | $119,143-97.9% | $88,632-97.2% | $152,909-98.4% |
| Participation rate | 25.0% | 73.4%-48.4pp | 68.8%-43.8pp | 82.5%-57.5pp |
| Annual return | -54.06% | 48.12%-102.2pp | 43.75%-97.8pp | 345.46%-399.5pp |
| Employer contribution / active EE | $260 | $2,675-90.3% | $2,101-87.6% | $4,764-94.5% |
| Participant deferral / active EE | $260 | $3,555-92.7% | $2,917-91.1% | $5,851-95.6% |
| Admin fee / account holder | $813 | $5,875-86.2% | $4,308-81.1% | $11,601-93.0% |