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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 | $18,023 | $138,076-86.9% | $123,553-85.4% | $135,380-86.7% |
| Participation rate | 30.4% | 84.7%-54.3pp | 82.3%-51.9pp | 82.6%-52.2pp |
| Annual return | -9.99% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,849 | $6,800-72.8% | $6,426-71.2% | $5,609-67.0% |
| Admin fee / account holder | $366 | $10,917-96.6% | $9,284-96.1% | $10,828-96.6% |