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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 | $2,511 | $165,381-98.5% | $149,730-98.3% | $158,966-98.4% |
| Participation rate | 15.8% | 84.6%-68.8pp | 82.5%-66.7pp | 82.0%-66.2pp |
| Annual return | -17.03% | 348.29%-365.3pp | 276.70%-293.7pp | 302.95%-320.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $206 | $7,182-97.1% | $6,843-97.0% | $5,983-96.6% |
| Admin fee / account holder | $5,830 | $10,809-46.1% | $9,310-37.4% | $11,250-48.2% |