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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 | $911 | $95,188-99.0% | $76,518-98.8% | $135,380-99.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -18.30% | 4.85%-23.1pp | -0.27%-18.0pp | 519.81%-538.1pp |
| Employer contribution / active EE | $1,018 | $3,303-69.2% | $2,647-61.6% | $4,779-78.7% |
| Participant deferral / active EE | $144 | $4,640-96.9% | $3,836-96.2% | $5,609-97.4% |
| Admin fee / account holder | $620 | $6,249-90.1% | $4,849-87.2% | $10,828-94.3% |