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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 | $7,068 | $183,592-96.2% | $155,574-95.5% | $145,877-95.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | -0.15% | 61.37%-61.5pp | 64.87%-65.0pp | 551.28%-551.4pp |
| Employer contribution / active EE | $1,315 | $5,317-75.3% | $4,676-71.9% | $4,663-71.8% |
| Participant deferral / active EE | $1,406 | $6,466-78.3% | $5,629-75.0% | $6,691-79.0% |
| Admin fee / account holder | $425 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |