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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 | $297 | $175,257-99.8% | $149,717-99.8% | $139,456-99.8% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | -7.90% | 166.70%-174.6pp | 134.41%-142.3pp | 373.45%-381.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $294 | $6,521-95.5% | $5,682-94.8% | $6,711-95.6% |
| Admin fee / account holder | $390 | $16,156-97.6% | $13,213-97.0% | $11,407-96.6% |