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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 | $5,258 | $99,652-94.7% | $78,778-93.3% | $147,586-96.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | -6.92% | 47.28%-54.2pp | 35.62%-42.5pp | 578.59%-585.5pp |
| Employer contribution / active EE | $624 | $2,796-77.7% | $1,986-68.6% | $4,876-87.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $536 | $7,155-92.5% | $5,134-89.6% | $10,886-95.1% |