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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 | $6,619 | $81,696-91.9% | $70,494-90.6% | $158,982-95.8% |
| Participation rate | 39.1% | 77.7%-38.6pp | 75.1%-35.9pp | 82.0%-42.8pp |
| Annual return | -5.07% | 208.70%-213.8pp | 109.16%-114.2pp | 302.99%-308.1pp |
| Employer contribution / active EE | $441 | $3,220-86.3% | $2,738-83.9% | $4,763-90.7% |
| Participant deferral / active EE | $907 | $4,558-80.1% | $3,711-75.6% | $5,983-84.8% |
| Admin fee / account holder | $1,036 | $6,200-83.3% | $3,848-73.1% | $11,252-90.8% |