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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 | $8,989 | $138,102-93.5% | $125,381-92.8% | $134,532-93.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -21.30% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,400 | $5,245-73.3% | $4,815-70.9% | $4,741-70.5% |
| Participant deferral / active EE | $2,153 | $7,801-72.4% | $7,448-71.1% | $6,401-66.4% |
| Admin fee / account holder | $836 | $11,568-92.8% | $10,007-91.6% | $11,429-92.7% |