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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 | $2,316 | $167,353-98.6% | $143,797-98.4% | $134,545-98.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -26.15% | 0.48%-26.6pp | -0.04%-26.1pp | 418.37%-444.5pp |
| Employer contribution / active EE | $1,260 | $5,620-77.6% | $4,952-74.6% | $4,742-73.4% |
| Participant deferral / active EE | $1,072 | $6,447-83.4% | $5,638-81.0% | $6,401-83.3% |
| Admin fee / account holder | $3,171 | $18,096-82.5% | $14,679-78.4% | $11,431-72.3% |