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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 | $1,909 | $93,098-97.9% | $77,081-97.5% | $134,509-98.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -28.57% | 62.63%-91.2pp | 42.33%-70.9pp | 418.13%-446.7pp |
| Employer contribution / active EE | $569 | $3,419-83.4% | $2,813-79.8% | $4,741-88.0% |
| Participant deferral / active EE | $767 | $5,239-85.4% | $4,428-82.7% | $6,400-88.0% |
| Admin fee / account holder | $1,057 | $6,945-84.8% | $5,427-80.5% | $11,427-90.8% |