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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 | $436 | $97,125-99.6% | $86,233-99.5% | $137,256-99.7% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | -14.26% | 74.19%-88.4pp | 61.39%-75.6pp | 220.34%-234.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8 | $5,180-99.8% | $4,559-99.8% | $6,407-99.9% |
| Admin fee / account holder | $359 | $9,725-96.3% | $8,342-95.7% | $12,270-97.1% |