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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 | $2,705 | $162,785-98.3% | $133,959-98.0% | $158,950-98.3% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | -19.78% | 41.94%-61.7pp | 45.09%-64.9pp | 302.91%-322.7pp |
| Employer contribution / active EE | $1,157 | $4,975-76.7% | $3,919-70.5% | $4,762-75.7% |
| Participant deferral / active EE | $1,283 | $5,910-78.3% | $5,047-74.6% | $5,983-78.5% |
| Admin fee / account holder | $7,934 | $11,738-32.4% | $8,928-11.1% | $11,248-29.5% |