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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 | $4,244 | $100,911-95.8% | $90,440-95.3% | $158,966-97.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | -7.15% | 1726.62%-1733.8pp | 1294.38%-1301.5pp | 302.95%-310.1pp |
| Employer contribution / active EE | $442 | $3,690-88.0% | $3,263-86.4% | $4,762-90.7% |
| Participant deferral / active EE | $475 | $4,348-89.1% | $3,964-88.0% | $5,983-92.1% |
| Admin fee / account holder | $2,001 | $6,507-69.3% | $5,615-64.4% | $11,250-82.2% |