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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 | $13,906 | $138,114-89.9% | $125,391-88.9% | $134,545-89.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -23.15% | 750.88%-774.0pp | 572.41%-595.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,164 | $5,246-77.8% | $4,816-75.8% | $4,742-75.4% |
| Participant deferral / active EE | $1,655 | $7,801-78.8% | $7,448-77.8% | $6,401-74.1% |
| Admin fee / account holder | $1,595 | $11,570-86.2% | $10,009-84.1% | $11,431-86.0% |