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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 | $18,838 | $166,131-88.7% | $164,975-88.6% | $145,877-87.1% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.3pp | 80.3%-53.0pp |
| Annual return | -0.45% | 100.37%-100.8pp | 70.12%-70.6pp | 551.28%-551.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,729 | $6,962-75.2% | $6,033-71.3% | $6,691-74.2% |
| Admin fee / account holder | $18,891 | $16,648+13.5% | $12,688+48.9% | $13,402+41.0% |