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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 | $12,483 | $167,362-92.5% | $143,799-91.3% | $134,532-90.7% |
| Participation rate | 38.9% | 84.8%-45.9pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -27.07% | 0.47%-27.5pp | -0.04%-27.0pp | 418.27%-445.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $774 | $6,447-88.0% | $5,638-86.3% | $6,401-87.9% |
| Admin fee / account holder | $1,631 | $18,094-91.0% | $14,677-88.9% | $11,429-85.7% |