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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 | $160,040-94.9% | $147,096-94.4% | $145,877-94.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | -5.06% | 98.49%-103.5pp | 419.75%-424.8pp | 551.28%-556.3pp |
| Employer contribution / active EE | $1,238 | $5,289-76.6% | $4,936-74.9% | $4,663-73.5% |
| Participant deferral / active EE | $1,645 | $8,429-80.5% | $8,071-79.6% | $6,691-75.4% |
| Admin fee / account holder | $625 | $15,050-95.8% | $13,005-95.2% | $13,402-95.3% |