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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 | $5,510 | $138,072-96.0% | $123,549-95.5% | $135,382-95.9% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -15.65% | 153.69%-169.3pp | 119.20%-134.8pp | 519.77%-535.4pp |
| Employer contribution / active EE | $1,257 | $5,152-75.6% | $4,628-72.8% | $4,779-73.7% |
| Participant deferral / active EE | $429 | $6,799-93.7% | $6,426-93.3% | $5,609-92.3% |
| Admin fee / account holder | $316 | $10,917-97.1% | $9,284-96.6% | $10,829-97.1% |