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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 | $16,747 | $180,459-90.7% | $154,108-89.1% | $135,380-87.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -12.29% | 888.21%-900.5pp | 735.21%-747.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $5,021 | $6,035-16.8% | $5,298-5.2% | $4,779+5.1% |
| Participant deferral / active EE | $1,808 | $5,806-68.9% | $5,081-64.4% | $5,609-67.8% |
| Admin fee / account holder | $1,121 | $16,145-93.1% | $13,411-91.6% | $10,828-89.7% |