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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 | $1,879 | $73,518-97.4% | $63,005-97.0% | $147,585-98.7% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.8%-47.0pp | 82.8%-55.1pp |
| Annual return | -2.10% | 175.46%-177.6pp | 87.59%-89.7pp | 578.58%-580.7pp |
| Employer contribution / active EE | $311 | $3,322-90.6% | $2,760-88.7% | $4,876-93.6% |
| Participant deferral / active EE | $580 | $4,183-86.1% | $3,329-82.6% | $5,439-89.3% |
| Admin fee / account holder | $4,868 | $5,952-18.2% | $3,599+35.2% | $10,886-55.3% |