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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 | $912 | $106,974-99.1% | $90,796-99.0% | $138,895-99.3% |
| Participation rate | 64.3% | 74.9%-10.6pp | 69.5%-5.2pp | 79.9%-15.6pp |
| Annual return | -4.32% | 20.10%-24.4pp | 19.29%-23.6pp | 145.39%-149.7pp |
| Employer contribution / active EE | $531 | $2,609-79.6% | $2,294-76.8% | $4,194-87.3% |
| Participant deferral / active EE | $815 | $4,455-81.7% | $3,822-78.7% | $6,396-87.3% |
| Admin fee / account holder | $16,104 | $8,626+86.7% | $7,024+129.3% | $12,562+28.2% |