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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 | $4,602 | $180,462-97.5% | $154,111-97.0% | $135,379-96.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -18.21% | 888.17%-906.4pp | 735.18%-753.4pp | 519.79%-538.0pp |
| Employer contribution / active EE | $1,287 | $6,036-78.7% | $5,298-75.7% | $4,779-73.1% |
| Participant deferral / active EE | $1,581 | $5,806-72.8% | $5,081-68.9% | $5,609-71.8% |
| Admin fee / account holder | $1,075 | $16,145-93.3% | $13,411-92.0% | $10,828-90.1% |