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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 | $4,328 | $95,979-95.5% | $74,551-94.2% | $135,380-96.8% |
| Participation rate | 38.9% | 75.7%-36.8pp | 69.1%-30.3pp | 82.6%-43.8pp |
| Annual return | -27.32% | 56.97%-84.3pp | 32.53%-59.9pp | 519.81%-547.1pp |
| Employer contribution / active EE | $315 | $2,716-88.4% | $1,961-83.9% | $4,779-93.4% |
| Participant deferral / active EE | $678 | $3,844-82.4% | $3,108-78.2% | $5,609-87.9% |
| Admin fee / account holder | $321 | $6,522-95.1% | $5,059-93.7% | $10,828-97.0% |