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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 | $3,566 | $160,040-97.8% | $147,096-97.6% | $145,877-97.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | -1.77% | 98.49%-100.3pp | 419.75%-421.5pp | 551.28%-553.1pp |
| Employer contribution / active EE | $1,442 | $5,289-72.7% | $4,936-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $1,816 | $8,429-78.5% | $8,071-77.5% | $6,691-72.9% |
| Admin fee / account holder | $8,865 | $15,050-41.1% | $13,005-31.8% | $13,402-33.9% |