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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 | $7,471 | $167,362-95.5% | $143,799-94.8% | $134,532-94.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.64% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,271 | $5,620-77.4% | $4,952-74.3% | $4,741-73.2% |
| Participant deferral / active EE | $1,452 | $6,447-77.5% | $5,638-74.2% | $6,401-77.3% |
| Admin fee / account holder | $565 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |