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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 | $6,313 | $155,555-95.9% | $146,866-95.7% | $155,188-95.9% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | -12.82% | 115.41%-128.2pp | 102.85%-115.7pp | 148.84%-161.7pp |
| Employer contribution / active EE | $841 | $4,647-81.9% | $4,425-81.0% | $4,248-80.2% |
| Participant deferral / active EE | $895 | $8,044-88.9% | $7,759-88.5% | $6,531-86.3% |
| Admin fee / account holder | $1,459 | $14,755-90.1% | $13,620-89.3% | $14,480-89.9% |