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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 | $6,783 | $138,102-95.1% | $125,381-94.6% | $134,532-95.0% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -22.39% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,692 | $5,245-67.7% | $4,815-64.9% | $4,741-64.3% |
| Participant deferral / active EE | $1,508 | $7,801-80.7% | $7,448-79.7% | $6,401-76.4% |
| Admin fee / account holder | $3,125 | $11,568-73.0% | $10,007-68.8% | $11,429-72.7% |