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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 | $4,366 | $100,970-95.7% | $96,576-95.5% | $137,256-96.8% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | -15.46% | 38.16%-53.6pp | 38.47%-53.9pp | 220.34%-235.8pp |
| Employer contribution / active EE | $65 | $3,809-98.3% | $3,553-98.2% | $4,156-98.4% |
| Participant deferral / active EE | $99 | $8,286-98.8% | $7,956-98.8% | $6,407-98.5% |
| Admin fee / account holder | $13,232 | $11,312+17.0% | $11,381+16.3% | $12,270+7.8% |