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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 | $3,078 | $85,171-96.4% | $172,753-98.2% | $72,976-95.8% |
| Participation rate | 57.1% | 70.1%-12.9pp | 82.6%-25.5pp | 69.5%-12.3pp |
| Annual return | -19.15% | 27.32%-46.5pp | 803.00%-822.2pp | 81.02%-100.2pp |
| Employer contribution / active EE | $429 | $3,324-87.1% | $5,144-91.7% | $2,440-82.4% |
| Participant deferral / active EE | $469 | $3,260-85.6% | $5,198-91.0% | $3,608-87.0% |
| Admin fee / account holder | $2,774 | $5,880-52.8% | $13,956-80.1% | $5,124-45.9% |