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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 | $3,146 | $100,911-96.9% | $90,440-96.5% | $158,966-98.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -23.10% | 1726.62%-1749.7pp | 1294.38%-1317.5pp | 302.95%-326.1pp |
| Employer contribution / active EE | $306 | $3,690-91.7% | $3,263-90.6% | $4,762-93.6% |
| Participant deferral / active EE | $216 | $4,348-95.0% | $3,964-94.6% | $5,983-96.4% |
| Admin fee / account holder | $885 | $6,507-86.4% | $5,615-84.2% | $11,250-92.1% |