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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 | $92,766-96.6% | $82,763-96.1% | $134,545-97.6% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -180.25% | 946.97%-1127.2pp | 702.45%-882.7pp | 418.37%-598.6pp |
| Employer contribution / active EE | $348 | $3,273-89.4% | $3,008-88.4% | $4,742-92.7% |
| Participant deferral / active EE | $530 | $4,802-89.0% | $4,395-87.9% | $6,401-91.7% |
| Admin fee / account holder | $341 | $5,978-94.3% | $5,325-93.6% | $11,431-97.0% |