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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 | $3,191 | $92,707-96.6% | $82,726-96.1% | $134,493-97.6% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -180.25% | 945.12%-1125.4pp | 701.33%-881.6pp | 418.01%-598.3pp |
| Employer contribution / active EE | $348 | $3,274-89.4% | $3,009-88.4% | $4,740-92.7% |
| Participant deferral / active EE | $530 | $4,801-89.0% | $4,394-87.9% | $6,400-91.7% |
| Admin fee / account holder | $341 | $5,980-94.3% | $5,328-93.6% | $11,425-97.0% |