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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 | $7,355 | $228,395-96.8% | $185,861-96.0% | $158,982-95.4% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | -0.51% | 40.82%-41.3pp | 35.96%-36.5pp | 302.99%-303.5pp |
| Employer contribution / active EE | $543 | $4,968-89.1% | $4,088-86.7% | $4,763-88.6% |
| Participant deferral / active EE | $1,003 | $6,417-84.4% | $5,634-82.2% | $5,983-83.2% |
| Admin fee / account holder | $65,227 | $11,869+449.6% | $9,503+586.4% | $11,252+479.7% |