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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 | $1,695 | $102,595-98.3% | $94,057-98.2% | $154,746-98.9% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | -1.04% | 583.42%-584.5pp | 480.62%-481.7pp | 172.34%-173.4pp |
| Employer contribution / active EE | $583 | $3,147-81.5% | $2,933-80.1% | $4,379-86.7% |
| Participant deferral / active EE | $934 | $5,118-81.8% | $4,709-80.2% | $6,730-86.1% |
| Admin fee / account holder | $2,325 | $7,736-69.9% | $7,244-67.9% | $14,365-83.8% |