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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 | $2,975 | $160,070-98.1% | $147,117-98.0% | $145,897-98.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | -1.17% | 98.69%-99.9pp | 420.54%-421.7pp | 552.29%-553.5pp |
| Employer contribution / active EE | $8,376 | $5,285+58.5% | $4,932+69.8% | $4,663+79.6% |
| Participant deferral / active EE | $400 | $8,419-95.2% | $8,065-95.0% | $6,689-94.0% |
| Admin fee / account holder | $2,466 | $15,035-83.6% | $12,993-81.0% | $13,390-81.6% |