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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 | $9,771 | $105,200-90.7% | $159,474-93.9% | $85,847-88.6% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.8%-54.3pp | 69.3%-40.7pp |
| Annual return | 0.84% | 45.08%-44.2pp | 263.68%-262.8pp | 318.61%-317.8pp |
| Employer contribution / active EE | $876 | $3,319-73.6% | $4,831-81.9% | $2,565-65.8% |
| Participant deferral / active EE | $1,175 | $5,946-80.2% | $7,353-84.0% | $3,952-70.3% |
| Admin fee / account holder | $495 | $6,934-92.9% | $10,802-95.4% | $6,261-92.1% |