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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 | $10,393 | $81,208-87.2% | $98,920-89.5% | $79,856-87.0% |
| Participation rate | 64.3% | 72.5%-8.2pp | 76.0%-11.7pp | 69.6%-5.4pp |
| Annual return | 9.79% | 60.99%-51.2pp | 196.47%-186.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $460 | $3,265-85.9% | $4,245-89.2% | $3,741-87.7% |
| Admin fee / account holder | $4,423 | $6,013-26.4% | $6,643-33.4% | $5,306-16.7% |