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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 | $4,086 | $127,387-96.8% | $115,038-96.4% | $125,389-96.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.73% | 31.28%-36.0pp | 26.14%-30.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $905 | $5,166-82.5% | $4,608-80.4% | $4,866-81.4% |
| Participant deferral / active EE | $1,087 | $6,423-83.1% | $6,026-82.0% | $5,352-79.7% |
| Admin fee / account holder | $1,247 | $9,516-86.9% | $8,175-84.7% | $9,541-86.9% |