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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 | $1,336 | $134,001-99.0% | $112,258-98.8% | $134,509-99.0% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -25.66% | 47.15%-72.8pp | 27.47%-53.1pp | 418.13%-443.8pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $158 | $5,291-97.0% | $4,728-96.7% | $6,400-97.5% |
| Admin fee / account holder | $623 | $7,491-91.7% | $6,411-90.3% | $11,427-94.5% |