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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 | $3,046 | $167,504-98.2% | $151,628-98.0% | $134,509-97.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -28.44% | 7.81%-36.2pp | 3.34%-31.8pp | 418.13%-446.6pp |
| Employer contribution / active EE | $1,614 | $6,828-76.4% | $6,165-73.8% | $4,741-66.0% |
| Participant deferral / active EE | $1,190 | $8,985-86.8% | $8,363-85.8% | $6,400-81.4% |
| Admin fee / account holder | $10,140 | $13,779-26.4% | $11,613-12.7% | $11,427-11.3% |