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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 | $10,932 | $125,184-91.3% | $105,607-89.6% | $145,884-92.5% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | -98.68% | 225.00%-323.7pp | 116.11%-214.8pp | 551.85%-650.5pp |
| Employer contribution / active EE | $9,001 | $3,720+142.0% | $3,167+184.2% | $4,662+93.1% |
| Participant deferral / active EE | $145 | $5,714-97.5% | $5,011-97.1% | $6,690-97.8% |
| Admin fee / account holder | $16,526 | $17,133-3.5% | $10,958+50.8% | $13,392+23.4% |