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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 | $1,690 | $148,582-98.9% | $135,942-98.8% | $139,456-98.8% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | -8.15% | 79.26%-87.4pp | 68.28%-76.4pp | 373.45%-381.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $510 | $8,101-93.7% | $7,759-93.4% | $6,711-92.4% |
| Admin fee / account holder | $338 | $12,402-97.3% | $10,764-96.9% | $11,407-97.0% |