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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 | $4,974 | $111,830-95.6% | $93,696-94.7% | $145,884-96.6% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | -1.11% | 204.08%-205.2pp | 133.74%-134.9pp | 551.85%-553.0pp |
| Employer contribution / active EE | $644 | $3,093-79.2% | $2,422-73.4% | $4,662-86.2% |
| Participant deferral / active EE | $1,132 | $4,920-77.0% | $4,417-74.4% | $6,690-83.1% |
| Admin fee / account holder | $2,391 | $10,249-76.7% | $8,287-71.1% | $13,392-82.1% |