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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 | $4,898 | $211,946-97.7% | $169,452-97.1% | $135,380-96.4% |
| Participation rate | 35.3% | 82.6%-47.3pp | 77.8%-42.5pp | 82.6%-47.3pp |
| Annual return | -9.84% | 3.26%-13.1pp | 1.83%-11.7pp | 519.81%-529.6pp |
| Employer contribution / active EE | $805 | $5,117-84.3% | $4,157-80.6% | $4,779-83.2% |
| Participant deferral / active EE | $956 | $6,075-84.3% | $5,277-81.9% | $5,609-83.0% |
| Admin fee / account holder | $2,640 | $11,472-77.0% | $9,110-71.0% | $10,828-75.6% |