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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 | $2,561 | $139,948-98.2% | $121,663-97.9% | $154,746-98.3% |
| Participation rate | 26.1% | 78.0%-51.9pp | 74.5%-48.4pp | 80.7%-54.6pp |
| Annual return | -7.78% | 230.52%-238.3pp | 147.54%-155.3pp | 172.34%-180.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $270 | $5,629-95.2% | $4,887-94.5% | $6,730-96.0% |
| Admin fee / account holder | $1,685 | $17,321-90.3% | $14,289-88.2% | $14,365-88.3% |