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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 | $8,138 | $138,075-94.1% | $123,552-93.4% | $135,379-94.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -12.33% | 153.70%-166.0pp | 119.20%-131.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $1,863 | $5,152-63.8% | $4,628-59.7% | $4,779-61.0% |
| Participant deferral / active EE | $1,573 | $6,800-76.9% | $6,426-75.5% | $5,609-72.0% |
| Admin fee / account holder | $887 | $10,917-91.9% | $9,285-90.4% | $10,828-91.8% |