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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 | $1,140 | $127,387-99.1% | $115,038-99.0% | $125,389-99.1% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -107.74% | 31.28%-139.0pp | 26.14%-133.9pp | 282.24%-390.0pp |
| Employer contribution / active EE | $1,127 | $5,166-78.2% | $4,608-75.5% | $4,866-76.8% |
| Participant deferral / active EE | $1,129 | $6,423-82.4% | $6,026-81.3% | $5,352-78.9% |
| Admin fee / account holder | $2,567 | $9,516-73.0% | $8,175-68.6% | $9,541-73.1% |