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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 | $8,570 | $100,911-91.5% | $90,440-90.5% | $158,966-94.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | -23.64% | 1726.62%-1750.3pp | 1294.38%-1318.0pp | 302.95%-326.6pp |
| Employer contribution / active EE | $328 | $3,690-91.1% | $3,263-90.0% | $4,762-93.1% |
| Participant deferral / active EE | $60 | $4,348-98.6% | $3,964-98.5% | $5,983-99.0% |
| Admin fee / account holder | $10,775 | $6,507+65.6% | $5,615+91.9% | $11,250-4.2% |