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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 | $1,899 | $174,379-98.9% | $152,093-98.8% | $138,895-98.6% |
| Participation rate | 31.3% | 81.6%-50.4pp | 77.8%-46.5pp | 79.9%-48.7pp |
| Annual return | -66.21% | 74.86%-141.1pp | 66.36%-132.6pp | 145.39%-211.6pp |
| Employer contribution / active EE | $1,160 | $4,652-75.1% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $1,638 | $6,159-73.4% | $5,451-69.9% | $6,396-74.4% |
| Admin fee / account holder | $763 | $16,880-95.5% | $14,497-94.7% | $12,562-93.9% |