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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 | $1,190 | $100,139-98.8% | $85,187-98.6% | $145,884-99.2% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | -88.77% | 84.15%-172.9pp | 66.67%-155.4pp | 551.85%-640.6pp |
| Employer contribution / active EE | $616 | $3,238-81.0% | $2,732-77.5% | $4,662-86.8% |
| Participant deferral / active EE | $616 | $5,296-88.4% | $4,525-86.4% | $6,690-90.8% |
| Admin fee / account holder | $8,574 | $7,262+18.1% | $6,162+39.1% | $13,392-36.0% |