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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 | $10,357 | $138,075-92.5% | $123,552-91.6% | $135,379-92.3% |
| Participation rate | 8.7% | 84.7%-76.0pp | 82.3%-73.6pp | 82.6%-73.9pp |
| Annual return | -28.92% | 153.70%-182.6pp | 119.20%-148.1pp | 519.79%-548.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $601 | $6,800-91.2% | $6,426-90.6% | $5,609-89.3% |
| Admin fee / account holder | $18,308 | $10,917+67.7% | $9,285+97.2% | $10,828+69.1% |