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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 | $5,282 | $217,432-97.6% | $185,849-97.2% | $167,536-96.8% |
| Participation rate | 31.6% | 86.1%-54.5pp | 81.7%-50.1pp | 82.1%-50.5pp |
| Annual return | -2.68% | 148.42%-151.1pp | 122.10%-124.8pp | 478.82%-481.5pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,343 | $6,357-78.9% | $5,569-75.9% | $6,342-78.8% |
| Admin fee / account holder | $491 | $19,818-97.5% | $16,244-97.0% | $12,315-96.0% |