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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 | $4,892 | $167,522-97.1% | $151,639-96.8% | $134,532-96.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -155.19% | 7.81%-163.0pp | 3.34%-158.5pp | 418.27%-573.5pp |
| Employer contribution / active EE | $1,755 | $6,828-74.3% | $6,165-71.5% | $4,741-63.0% |
| Participant deferral / active EE | $2,013 | $8,986-77.6% | $8,363-75.9% | $6,401-68.6% |
| Admin fee / account holder | $2,400 | $13,780-82.6% | $11,613-79.3% | $11,429-79.0% |