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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 | $7,215 | $180,462-96.0% | $154,111-95.3% | $135,379-94.7% |
| Participation rate | 31.8% | 87.4%-55.6pp | 83.0%-51.2pp | 82.6%-50.8pp |
| Annual return | -9.88% | 888.17%-898.1pp | 735.18%-745.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,144 | $5,806-80.3% | $5,081-77.5% | $5,609-79.6% |
| Admin fee / account holder | $341 | $16,145-97.9% | $13,411-97.5% | $10,828-96.9% |