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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 | $3,414 | $97,125-96.5% | $86,233-96.0% | $137,256-97.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | -5.20% | 74.19%-79.4pp | 61.39%-66.6pp | 220.34%-225.5pp |
| Employer contribution / active EE | $283 | $2,841-90.0% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $548 | $5,180-89.4% | $4,559-88.0% | $6,407-91.4% |
| Admin fee / account holder | $1,484 | $9,725-84.7% | $8,342-82.2% | $12,270-87.9% |