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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 | $1,273 | $211,946-99.4% | $169,452-99.2% | $135,382-99.1% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -51.06% | 3.26%-54.3pp | 1.83%-52.9pp | 519.77%-570.8pp |
| Employer contribution / active EE | $974 | $5,117-81.0% | $4,157-76.6% | $4,779-79.6% |
| Participant deferral / active EE | $963 | $6,075-84.1% | $5,277-81.7% | $5,609-82.8% |
| Admin fee / account holder | $340 | $11,472-97.0% | $9,110-96.3% | $10,829-96.9% |