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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 | $4,466 | $100,262-95.5% | $81,370-94.5% | $145,897-96.9% |
| Participation rate | 31.3% | 74.3%-43.0pp | 69.5%-38.3pp | 80.3%-49.1pp |
| Annual return | -12.71% | 34.52%-47.2pp | 24.85%-37.6pp | 552.29%-565.0pp |
| Employer contribution / active EE | $369 | $2,979-87.6% | $2,464-85.0% | $4,663-92.1% |
| Participant deferral / active EE | $465 | $4,612-89.9% | $3,885-88.0% | $6,689-93.0% |
| Admin fee / account holder | $736 | $8,163-91.0% | $5,749-87.2% | $13,390-94.5% |