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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 | $19,150 | $135,956-85.9% | $123,894-84.5% | $273,972-93.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | -0.81% | 56.63%-57.4pp | 47.52%-48.3pp | 41.46%-42.3pp |
| Employer contribution / active EE | $1,747 | $5,170-66.2% | $4,617-62.2% | $4,869-64.1% |
| Participant deferral / active EE | $355 | $6,343-94.4% | $5,984-94.1% | $5,287-93.3% |
| Admin fee / account holder | $98,854 | $9,817+906.9% | $8,357+1082.9% | $10,133+875.6% |