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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 | $4,115 | $96,388-95.7% | $80,627-94.9% | $139,466-97.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | -2.79% | 1352.08%-1354.9pp | 936.76%-939.5pp | 373.66%-376.4pp |
| Employer contribution / active EE | $556 | $3,260-82.9% | $2,723-79.6% | $4,754-88.3% |
| Participant deferral / active EE | $850 | $5,224-83.7% | $4,443-80.9% | $6,712-87.3% |
| Admin fee / account holder | $399 | $6,603-94.0% | $5,381-92.6% | $11,409-96.5% |