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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 | $3,831 | $76,000-95.0% | $154,111-97.5% | $64,186-94.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -8.87% | 30.32%-39.2pp | 735.15%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $541 | $3,351-83.9% | $5,298-89.8% | $2,381-77.3% |
| Participant deferral / active EE | $596 | $3,175-81.2% | $5,081-88.3% | $3,470-82.8% |
| Admin fee / account holder | $693 | $5,596-87.6% | $13,411-94.8% | $4,888-85.8% |