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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 | $3,814 | $99,921-96.2% | $85,009-95.5% | $145,959-97.4% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | -2.27% | 83.89%-86.2pp | 66.47%-68.7pp | 561.95%-564.2pp |
| Employer contribution / active EE | $433 | $3,233-86.6% | $2,728-84.1% | $4,661-90.7% |
| Participant deferral / active EE | $520 | $5,293-90.2% | $4,522-88.5% | $6,689-92.2% |
| Admin fee / account holder | $3,216 | $7,252-55.7% | $6,153-47.7% | $13,398-76.0% |