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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 | $8,066 | $197,819-95.9% | $155,789-94.8% | $125,393-93.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -4.45% | 86.73%-91.2pp | 71.54%-76.0pp | 282.23%-286.7pp |
| Employer contribution / active EE | $517 | $4,850-89.3% | $3,839-86.5% | $4,866-89.4% |
| Participant deferral / active EE | $567 | $5,631-89.9% | $4,798-88.2% | $5,351-89.4% |
| Admin fee / account holder | $1,800 | $9,544-81.1% | $7,477-75.9% | $9,541-81.1% |