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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 | $12,061 | $138,072-91.3% | $123,549-90.2% | $135,382-91.1% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | -9.91% | 153.69%-163.6pp | 119.20%-129.1pp | 519.77%-529.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,147 | $6,799-68.4% | $6,426-66.6% | $5,609-61.7% |
| Admin fee / account holder | $1,254 | $10,917-88.5% | $9,284-86.5% | $10,829-88.4% |