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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 | $2,229 | $154,228-98.6% | $145,433-98.5% | $137,256-98.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -6.01% | 74.59%-80.6pp | 66.58%-72.6pp | 220.34%-226.3pp |
| Employer contribution / active EE | $1,043 | $4,804-78.3% | $4,554-77.1% | $4,156-74.9% |
| Participant deferral / active EE | $1,882 | $8,216-77.1% | $7,897-76.2% | $6,407-70.6% |
| Admin fee / account holder | $12,878 | $14,344-10.2% | $13,129-1.9% | $12,270+5.0% |