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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 | $11,778 | $144,130-91.8% | $117,861-90.0% | $147,586-92.0% |
| Participation rate | 12.5% | 83.4%-70.9pp | 79.7%-67.2pp | 82.8%-70.3pp |
| Annual return | -3.32% | 531.20%-534.5pp | 335.11%-338.4pp | 578.59%-581.9pp |
| Employer contribution / active EE | $919 | $4,897-81.2% | $3,786-75.7% | $4,876-81.2% |
| Participant deferral / active EE | $927 | $5,316-82.6% | $4,482-79.3% | $5,439-83.0% |
| Admin fee / account holder | $3,115 | $10,887-71.4% | $8,021-61.2% | $10,886-71.4% |