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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 | $14,340 | $159,978-91.0% | $147,041-90.2% | $145,978-90.2% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | -4.69% | 98.36%-103.1pp | 419.21%-423.9pp | 550.52%-555.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $723 | $8,429-91.4% | $8,071-91.0% | $6,690-89.2% |
| Admin fee / account holder | $25,512 | $15,053+69.5% | $13,006+96.2% | $13,400+90.4% |