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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 | $2,938 | $81,664-96.4% | $70,476-95.8% | $158,966-98.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | -27.04% | 208.59%-235.6pp | 109.12%-136.2pp | 302.95%-330.0pp |
| Employer contribution / active EE | $655 | $3,219-79.6% | $2,738-76.1% | $4,762-86.2% |
| Participant deferral / active EE | $861 | $4,556-81.1% | $3,710-76.8% | $5,983-85.6% |
| Admin fee / account holder | $1,942 | $6,197-68.7% | $3,847-49.5% | $11,250-82.7% |