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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 | $5,657 | $167,362-96.6% | $143,799-96.1% | $134,532-95.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -29.28% | 0.47%-29.8pp | -0.04%-29.2pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,325 | $5,620-76.4% | $4,952-73.3% | $4,741-72.1% |
| Participant deferral / active EE | $948 | $6,447-85.3% | $5,638-83.2% | $6,401-85.2% |
| Admin fee / account holder | $1,012 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |