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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 | $1,063 | $217,432-99.5% | $185,849-99.4% | $167,536-99.4% |
| Participation rate | 8.3% | 86.1%-77.7pp | 81.7%-73.4pp | 82.1%-73.8pp |
| Annual return | -12.06% | 148.42%-160.5pp | 122.10%-134.2pp | 478.82%-490.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $107 | $6,357-98.3% | $5,569-98.1% | $6,342-98.3% |
| Admin fee / account holder | $2,475 | $19,818-87.5% | $16,244-84.8% | $12,315-79.9% |