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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 | $6,576 | $180,459-96.4% | $154,108-95.7% | $135,380-95.1% |
| Participation rate | 11.8% | 87.4%-75.7pp | 83.0%-71.3pp | 82.6%-70.9pp |
| Annual return | -8.90% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $258 | $5,806-95.6% | $5,081-94.9% | $5,609-95.4% |
| Admin fee / account holder | $2,327 | $16,145-85.6% | $13,411-82.6% | $10,828-78.5% |