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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 | $100,073-96.2% | $85,126-95.5% | $145,877-97.4% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | -2.27% | 84.11%-86.4pp | 66.63%-68.9pp | 551.28%-553.6pp |
| Employer contribution / active EE | $433 | $3,236-86.6% | $2,731-84.2% | $4,663-90.7% |
| Participant deferral / active EE | $520 | $5,294-90.2% | $4,523-88.5% | $6,691-92.2% |
| Admin fee / account holder | $3,216 | $7,261-55.7% | $6,160-47.8% | $13,402-76.0% |