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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 | $1,500 | $176,572-99.2% | - | $137,256-98.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | - | 80.0%-30.0pp |
| Annual return | -115.56% | 652.77%-768.3pp | - | 220.34%-335.9pp |
| Employer contribution / active EE | $1,625 | $5,055-67.9% | - | $4,156-60.9% |
| Participant deferral / active EE | $188 | $5,052-96.3% | - | $6,407-97.1% |
| Admin fee / account holder | $538 | $6,447-91.7% | - | $12,270-95.6% |