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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 | $12,382 | $127,387-90.3% | $115,038-89.2% | $125,389-90.1% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -9.49% | 31.28%-40.8pp | 26.14%-35.6pp | 282.24%-291.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,341 | $6,423-79.1% | $6,026-77.7% | $5,352-74.9% |
| Admin fee / account holder | $925 | $9,516-90.3% | $8,175-88.7% | $9,541-90.3% |