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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 | $3,765 | $198,457-98.1% | $170,435-97.8% | $147,586-97.4% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | -47.28% | 257.30%-304.6pp | 205.94%-253.2pp | 578.59%-625.9pp |
| Employer contribution / active EE | $1,453 | $6,183-76.5% | $5,432-73.3% | $4,876-70.2% |
| Participant deferral / active EE | $1,550 | $5,629-72.5% | $4,939-68.6% | $5,439-71.5% |
| Admin fee / account holder | $524 | $16,852-96.9% | $13,881-96.2% | $10,886-95.2% |