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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 | $5,301 | $45,566-88.4% | $64,105-91.7% | $59,632-91.1% |
| Participation rate | 55.7% | 60.2%-4.5pp | 68.2%-12.5pp | 68.7%-13.0pp |
| Annual return | -5.21% | 4.95%-10.2pp | 791.24%-796.5pp | 2041.32%-2046.5pp |
| Employer contribution / active EE | $151 | $934-83.8% | $1,820-91.7% | $2,203-93.1% |
| Participant deferral / active EE | $605 | $2,057-70.6% | $2,822-78.6% | $3,192-81.0% |
| Admin fee / account holder | $358 | $3,268-89.1% | $4,499-92.0% | $4,297-91.7% |