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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 | $8,055 | $138,114-94.2% | $125,391-93.6% | $134,545-94.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -34.03% | 750.88%-784.9pp | 572.41%-606.4pp | 418.37%-452.4pp |
| Employer contribution / active EE | $1,321 | $5,246-74.8% | $4,816-72.6% | $4,742-72.1% |
| Participant deferral / active EE | $2,149 | $7,801-72.4% | $7,448-71.1% | $6,401-66.4% |
| Admin fee / account holder | $527 | $11,570-95.4% | $10,009-94.7% | $11,431-95.4% |