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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 | $6,487 | $156,398-95.9% | $147,318-95.6% | $138,895-95.3% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | -0.42% | 78.75%-79.2pp | 70.43%-70.9pp | 145.39%-145.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $68 | $8,237-99.2% | $7,906-99.1% | $6,396-98.9% |
| Admin fee / account holder | $2,970 | $14,976-80.2% | $13,708-78.3% | $12,562-76.4% |