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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 | $4,222 | $97,732-95.7% | $83,831-95.0% | $135,380-96.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -15.04% | 1287.56%-1302.6pp | 850.99%-866.0pp | 519.81%-534.8pp |
| Employer contribution / active EE | $884 | $4,222-79.1% | $3,631-75.7% | $4,779-81.5% |
| Participant deferral / active EE | $997 | $4,683-78.7% | $4,082-75.6% | $5,609-82.2% |
| Admin fee / account holder | $579 | $6,675-91.3% | $5,479-89.4% | $10,828-94.7% |