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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 | $1,438 | $117,444-98.8% | $99,479-98.6% | $152,909-99.1% |
| Participation rate | 16.7% | 77.5%-60.9pp | 73.8%-57.2pp | 82.5%-65.8pp |
| Annual return | -36.98% | 31.87%-68.8pp | 30.72%-67.7pp | 345.46%-382.4pp |
| Employer contribution / active EE | $417 | $3,014-86.2% | $2,540-83.6% | $4,764-91.3% |
| Participant deferral / active EE | $542 | $4,086-86.7% | $3,619-85.0% | $5,851-90.7% |
| Admin fee / account holder | $1,175 | $7,635-84.6% | $6,253-81.2% | $11,601-89.9% |