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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 | $6,167 | $81,664-92.4% | $70,476-91.2% | $158,966-96.1% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | -2.64% | 208.59%-211.2pp | 109.12%-111.8pp | 302.95%-305.6pp |
| Employer contribution / active EE | $1,519 | $3,219-52.8% | $2,738-44.5% | $4,762-68.1% |
| Participant deferral / active EE | $636 | $4,556-86.0% | $3,710-82.9% | $5,983-89.4% |
| Admin fee / account holder | $345 | $6,197-94.4% | $3,847-91.0% | $11,250-96.9% |