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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 | $10,940 | $118,695-90.8% | $98,916-88.9% | $158,950-93.1% |
| Participation rate | 21.7% | 77.8%-56.1pp | 76.0%-54.3pp | 82.0%-60.2pp |
| Annual return | -3.98% | 372.39%-376.4pp | 196.45%-200.4pp | 302.91%-306.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $713 | $5,088-86.0% | $4,245-83.2% | $5,983-88.1% |
| Admin fee / account holder | $10,096 | $10,132-0.4% | $6,642+52.0% | $11,248-10.2% |