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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 | $13,432 | $138,078-90.3% | $125,363-89.3% | $134,509-90.0% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -35.96% | 750.49%-786.4pp | 572.15%-608.1pp | 418.13%-454.1pp |
| Employer contribution / active EE | $1,254 | $5,245-76.1% | $4,815-74.0% | $4,741-73.6% |
| Participant deferral / active EE | $1,434 | $7,800-81.6% | $7,447-80.8% | $6,400-77.6% |
| Admin fee / account holder | $663 | $11,566-94.3% | $10,005-93.4% | $11,427-94.2% |