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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 | $19,795 | $168,635-88.3% | $147,617-86.6% | $125,389-84.2% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -4.22% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.5pp |
| Employer contribution / active EE | $5,967 | $6,252-4.6% | $5,564+7.2% | $4,866+22.6% |
| Participant deferral / active EE | $240 | $5,507-95.6% | $4,895-95.1% | $5,352-95.5% |
| Admin fee / account holder | $1,949 | $13,580-85.6% | $11,612-83.2% | $9,541-79.6% |