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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 | $4,665 | $135,956-96.6% | $123,894-96.2% | $273,972-98.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -129.31% | 56.63%-185.9pp | 47.52%-176.8pp | 41.46%-170.8pp |
| Employer contribution / active EE | $1,188 | $5,170-77.0% | $4,617-74.3% | $4,869-75.6% |
| Participant deferral / active EE | $1,188 | $6,343-81.3% | $5,984-80.2% | $5,287-77.5% |
| Admin fee / account holder | $375 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |