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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 | $14,301 | $228,395-93.7% | $185,861-92.3% | $158,982-91.0% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | -1.54% | 40.82%-42.4pp | 35.96%-37.5pp | 302.99%-304.5pp |
| Employer contribution / active EE | $656 | $4,968-86.8% | $4,088-84.0% | $4,763-86.2% |
| Participant deferral / active EE | $656 | $6,417-89.8% | $5,634-88.4% | $5,983-89.0% |
| Admin fee / account holder | $19,653 | $11,869+65.6% | $9,503+106.8% | $11,252+74.7% |