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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 | $3,846 | $92,219-95.8% | $76,767-95.0% | $135,380-97.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -22.11% | 5.46%-27.6pp | 2.43%-24.5pp | 519.81%-541.9pp |
| Employer contribution / active EE | $615 | $3,216-80.9% | $2,485-75.3% | $4,779-87.1% |
| Participant deferral / active EE | $731 | $4,508-83.8% | $3,852-81.0% | $5,609-87.0% |
| Admin fee / account holder | $462 | $10,749-95.7% | $6,675-93.1% | $10,828-95.7% |