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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 | $9,766 | $183,592-94.7% | $155,574-93.7% | $145,877-93.3% |
| Participation rate | 19.0% | 82.7%-63.7pp | 78.2%-59.2pp | 80.3%-61.3pp |
| Annual return | -36.59% | 61.37%-98.0pp | 64.87%-101.5pp | 551.28%-587.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,762 | $6,466-72.7% | $5,629-68.7% | $6,691-73.7% |
| Admin fee / account holder | $37,896 | $19,316+96.2% | $15,914+138.1% | $13,402+182.8% |