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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 | $995 | $167,522-99.4% | $151,639-99.3% | $134,532-99.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -44.80% | 7.81%-52.6pp | 3.34%-48.1pp | 418.27%-463.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,838 | $8,986-79.5% | $8,363-78.0% | $6,401-71.3% |
| Admin fee / account holder | $767 | $13,780-94.4% | $11,613-93.4% | $11,429-93.3% |