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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 | $10,056 | $159,978-93.7% | $147,041-93.2% | $145,978-93.1% |
| Participation rate | 15.0% | 84.0%-69.0pp | 82.2%-67.2pp | 80.3%-65.3pp |
| Annual return | -3.74% | 98.36%-102.1pp | 419.21%-423.0pp | 550.52%-554.3pp |
| Employer contribution / active EE | $1,508 | $5,288-71.5% | $4,935-69.5% | $4,662-67.7% |
| Participant deferral / active EE | $1,885 | $8,429-77.6% | $8,071-76.6% | $6,690-71.8% |
| Admin fee / account holder | $11,099 | $15,053-26.3% | $13,006-14.7% | $13,400-17.2% |