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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 | $881 | $101,618-99.1% | $93,063-99.1% | $137,256-99.4% |
| Participation rate | 41.7% | 74.9%-33.3pp | 72.1%-30.4pp | 80.0%-38.3pp |
| Annual return | -0.09% | 223.95%-224.0pp | 34.15%-34.2pp | 220.34%-220.4pp |
| Employer contribution / active EE | $370 | $2,707-86.3% | $2,476-85.1% | $4,156-91.1% |
| Participant deferral / active EE | $380 | $4,279-91.1% | $3,958-90.4% | $6,407-94.1% |
| Admin fee / account holder | $667 | $6,198-89.2% | $6,033-88.9% | $12,270-94.6% |