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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 | $4,249 | $129,476-96.7% | $93,515-95.5% | $158,982-97.3% |
| Participation rate | 25.0% | 71.0%-46.0pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | -13.79% | 118.56%-132.4pp | 78.21%-92.0pp | 302.99%-316.8pp |
| Employer contribution / active EE | $260 | $2,717-90.4% | $2,077-87.5% | $4,763-94.5% |
| Participant deferral / active EE | $260 | $3,916-93.4% | $3,129-91.7% | $5,983-95.7% |
| Admin fee / account holder | $902 | $7,396-87.8% | $5,235-82.8% | $11,252-92.0% |