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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 | $1,084 | $114,013-99.0% | $103,693-99.0% | $155,188-99.3% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | -1.20% | 49.31%-50.5pp | 47.61%-48.8pp | 148.84%-150.0pp |
| Employer contribution / active EE | $505 | $3,131-83.9% | $2,920-82.7% | $4,248-88.1% |
| Participant deferral / active EE | $601 | $4,970-87.9% | $4,579-86.9% | $6,531-90.8% |
| Admin fee / account holder | $579 | $8,407-93.1% | $7,858-92.6% | $14,480-96.0% |