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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 | $757 | $95,917-99.2% | $79,583-99.0% | $134,545-99.4% |
| Participation rate | 55.0% | 75.0%-20.0pp | 69.5%-14.5pp | 81.2%-26.2pp |
| Annual return | -111.69% | -2.70%-109.0pp | 0.16%-111.8pp | 418.37%-530.1pp |
| Employer contribution / active EE | $569 | $3,129-81.8% | $2,414-76.4% | $4,742-88.0% |
| Participant deferral / active EE | $208 | $4,694-95.6% | $3,986-94.8% | $6,401-96.7% |
| Admin fee / account holder | $1,304 | $9,132-85.7% | $6,835-80.9% | $11,431-88.6% |