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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 | $2,112 | $82,314-97.4% | $68,808-96.9% | $134,532-98.4% |
| Participation rate | 28.6% | 75.1%-46.5pp | 69.0%-40.4pp | 81.2%-52.7pp |
| Annual return | -51.63% | -2.18%-49.4pp | -6.37%-45.3pp | 418.27%-469.9pp |
| Employer contribution / active EE | $723 | $3,301-78.1% | $2,656-72.8% | $4,741-84.8% |
| Participant deferral / active EE | $736 | $4,740-84.5% | $3,942-81.3% | $6,401-88.5% |
| Admin fee / account holder | $561 | $6,484-91.3% | $4,936-88.6% | $11,429-95.1% |