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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 | $11,937 | $138,075-91.4% | $123,552-90.3% | $135,379-91.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -11.04% | 153.70%-164.7pp | 119.20%-130.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $1,594 | $5,152-69.1% | $4,628-65.6% | $4,779-66.7% |
| Participant deferral / active EE | $2,053 | $6,800-69.8% | $6,426-68.0% | $5,609-63.4% |
| Admin fee / account holder | $1,069 | $10,917-90.2% | $9,285-88.5% | $10,828-90.1% |