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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 | $10,515 | $138,072-92.4% | $123,549-91.5% | $135,382-92.2% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -11.80% | 153.69%-165.5pp | 119.20%-131.0pp | 519.77%-531.6pp |
| Employer contribution / active EE | $1,053 | $5,152-79.6% | $4,628-77.3% | $4,779-78.0% |
| Participant deferral / active EE | $2,023 | $6,799-70.2% | $6,426-68.5% | $5,609-63.9% |
| Admin fee / account holder | $559 | $10,917-94.9% | $9,284-94.0% | $10,829-94.8% |