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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 | $9,807 | $168,636-94.2% | $147,618-93.4% | $125,388-92.2% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -3.77% | 77.65%-81.4pp | 61.98%-65.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $442 | $5,507-92.0% | $4,895-91.0% | $5,352-91.7% |
| Admin fee / account holder | $1,287 | $13,580-90.5% | $11,612-88.9% | $9,541-86.5% |