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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 | $13,858 | $138,102-90.0% | $125,381-88.9% | $134,532-89.7% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -23.03% | 750.73%-773.8pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,302 | $5,245-75.2% | $4,815-73.0% | $4,741-72.5% |
| Participant deferral / active EE | $1,706 | $7,801-78.1% | $7,448-77.1% | $6,401-73.3% |
| Admin fee / account holder | $1,148 | $11,568-90.1% | $10,007-88.5% | $11,429-90.0% |