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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 | $3,585 | $106,247-96.6% | $96,515-96.3% | $139,466-97.4% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | -17.97% | 38.47%-56.4pp | 35.73%-53.7pp | 373.66%-391.6pp |
| Employer contribution / active EE | $853 | $4,106-79.2% | $3,740-77.2% | $4,754-82.1% |
| Participant deferral / active EE | $1,087 | $5,456-80.1% | $4,880-77.7% | $6,712-83.8% |
| Admin fee / account holder | $435 | $7,885-94.5% | $6,735-93.5% | $11,409-96.2% |