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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 | $1,807 | $209,422-99.1% | $178,503-99.0% | $158,982-98.9% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | -37.58% | 188.81%-226.4pp | 151.12%-188.7pp | 302.99%-340.6pp |
| Employer contribution / active EE | $1,528 | $5,707-73.2% | $5,011-69.5% | $4,763-67.9% |
| Participant deferral / active EE | $477 | $5,955-92.0% | $5,202-90.8% | $5,983-92.0% |
| Admin fee / account holder | $347 | $17,079-98.0% | $13,987-97.5% | $11,252-96.9% |