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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 | $940 | $81,358-98.8% | $155,556-99.4% | $80,959-98.8% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | -88.52% | 33.39%-121.9pp | 64.84%-153.4pp | 35.67%-124.2pp |
| Employer contribution / active EE | $628 | $3,106-79.8% | $4,675-86.6% | $2,757-77.2% |
| Participant deferral / active EE | $136 | $3,455-96.1% | $5,631-97.6% | $4,300-96.8% |
| Admin fee / account holder | $801 | $7,994-90.0% | $15,885-95.0% | $6,925-88.4% |