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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 | $8,205 | $159,934-94.9% | $147,005-94.4% | $145,959-94.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | -5.06% | 98.24%-103.3pp | 418.76%-423.8pp | 561.95%-567.0pp |
| Employer contribution / active EE | $1,238 | $5,287-76.6% | $4,934-74.9% | $4,661-73.4% |
| Participant deferral / active EE | $1,645 | $8,427-80.5% | $8,070-79.6% | $6,689-75.4% |
| Admin fee / account holder | $625 | $15,053-95.8% | $13,006-95.2% | $13,398-95.3% |