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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 | $3,076 | $183,516-98.3% | $155,534-98.0% | $145,884-97.9% |
| Participation rate | 18.8% | 82.7%-64.0pp | 78.2%-59.5pp | 80.3%-61.6pp |
| Annual return | -11.12% | 61.43%-72.5pp | 64.92%-76.0pp | 551.85%-563.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $753 | $6,467-88.4% | $5,630-86.6% | $6,690-88.8% |
| Admin fee / account holder | $4,496 | $19,293-76.7% | $15,900-71.7% | $13,392-66.4% |