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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 | $118,919-97.9% | $88,538-97.2% | $152,870-98.4% |
| Participation rate | 25.0% | 73.4%-48.4pp | 68.7%-43.7pp | 82.4%-57.4pp |
| Annual return | -54.06% | 47.92%-102.0pp | 43.64%-97.7pp | 345.34%-399.4pp |
| Employer contribution / active EE | $260 | $2,669-90.3% | $2,098-87.6% | $4,763-94.5% |
| Participant deferral / active EE | $260 | $3,549-92.7% | $2,914-91.1% | $5,850-95.6% |
| Admin fee / account holder | $813 | $5,876-86.2% | $4,310-81.1% | $11,597-93.0% |