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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 | $2,390 | $114,119-97.9% | $107,187-97.8% | $138,895-98.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | -771.43% | 273.21%-1044.6pp | 204.55%-976.0pp | 145.39%-916.8pp |
| Employer contribution / active EE | $866 | $4,059-78.7% | $3,782-77.1% | $4,194-79.4% |
| Participant deferral / active EE | $898 | $5,538-83.8% | $5,096-82.4% | $6,396-86.0% |
| Admin fee / account holder | $710 | $10,024-92.9% | $9,162-92.3% | $12,562-94.4% |