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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 | $3,693 | $157,296-97.7% | $141,191-97.4% | $152,897-97.6% |
| Participation rate | 5.9% | 84.8%-78.9pp | 82.5%-76.6pp | 82.5%-76.6pp |
| Annual return | -3.83% | 64.34%-68.2pp | 71.41%-75.2pp | 345.43%-349.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $249 | $7,111-96.5% | $6,710-96.3% | $5,851-95.8% |
| Admin fee / account holder | $458 | $12,125-96.2% | $10,264-95.5% | $11,599-96.1% |