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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 | $1,643 | $100,203-98.4% | $85,240-98.1% | $145,897-98.9% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.3pp | 80.3%-53.0pp |
| Annual return | -53.53% | 84.28%-137.8pp | 66.75%-120.3pp | 552.29%-605.8pp |
| Employer contribution / active EE | $541 | $3,242-83.3% | $2,735-80.2% | $4,663-88.4% |
| Participant deferral / active EE | $650 | $5,299-87.7% | $4,527-85.6% | $6,689-90.3% |
| Admin fee / account holder | $7,008 | $7,265-3.5% | $6,165+13.7% | $13,390-47.7% |