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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 | $7,305 | $202,345-96.4% | $172,755-95.8% | $152,885-95.2% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | -5.58% | 1029.77%-1035.4pp | 802.94%-808.5pp | 345.39%-351.0pp |
| Employer contribution / active EE | $1,283 | $5,858-78.1% | $5,144-75.1% | $4,763-73.1% |
| Participant deferral / active EE | $2,051 | $5,948-65.5% | $5,198-60.5% | $5,851-64.9% |
| Admin fee / account holder | $4,265 | $17,111-75.1% | $13,955-69.4% | $11,598-63.2% |