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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 | $6,361 | $111,785-94.3% | $93,669-93.2% | $145,877-95.6% |
| Participation rate | 8.3% | 74.2%-65.9pp | 68.7%-60.4pp | 80.3%-72.0pp |
| Annual return | -11.55% | 203.79%-215.3pp | 133.59%-145.1pp | 551.28%-562.8pp |
| Employer contribution / active EE | $3,468 | $3,096+12.0% | $2,424+43.1% | $4,663-25.6% |
| Participant deferral / active EE | $1,092 | $4,919-77.8% | $4,416-75.3% | $6,691-83.7% |
| Admin fee / account holder | $6,089 | $10,256-40.6% | $8,291-26.6% | $13,402-54.6% |