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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 | $5,284 | $142,409-96.3% | $119,634-95.6% | $134,545-96.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.40% | -12.46%-8.9pp | -14.98%-6.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,117 | $5,224-78.6% | $4,232-73.6% | $4,742-76.4% |
| Participant deferral / active EE | $1,796 | $6,468-72.2% | $5,601-67.9% | $6,401-71.9% |
| Admin fee / account holder | $657 | $13,594-95.2% | $10,329-93.6% | $11,431-94.3% |