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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 | $3,770 | $92,743-95.9% | $82,744-95.4% | $134,532-97.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -22.63% | 946.63%-969.3pp | 702.22%-724.8pp | 418.27%-440.9pp |
| Employer contribution / active EE | $375 | $3,273-88.6% | $3,008-87.5% | $4,741-92.1% |
| Participant deferral / active EE | $630 | $4,802-86.9% | $4,395-85.7% | $6,401-90.2% |
| Admin fee / account holder | $1,502 | $5,977-74.9% | $5,325-71.8% | $11,429-86.9% |