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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 | $4,820 | $100,203-95.2% | $85,240-94.3% | $145,897-96.7% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | -83.58% | 84.28%-167.9pp | 66.75%-150.3pp | 552.29%-635.9pp |
| Employer contribution / active EE | $618 | $3,242-80.9% | $2,735-77.4% | $4,663-86.7% |
| Participant deferral / active EE | $622 | $5,299-88.3% | $4,527-86.3% | $6,689-90.7% |
| Admin fee / account holder | $6,427 | $7,265-11.5% | $6,165+4.2% | $13,390-52.0% |