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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 | $13,707 | $127,386-89.2% | $115,037-88.1% | $125,393-89.1% |
| Participation rate | 21.7% | 84.2%-62.4pp | 81.4%-59.6pp | 83.2%-61.5pp |
| Annual return | -21.69% | 31.28%-53.0pp | 26.14%-47.8pp | 282.23%-303.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,573 | $6,423-75.5% | $6,026-73.9% | $5,351-70.6% |
| Admin fee / account holder | $1,483 | $9,516-84.4% | $8,175-81.9% | $9,541-84.5% |