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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 | $3,348 | $138,102-97.6% | $125,381-97.3% | $134,532-97.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -30.54% | 750.73%-781.3pp | 572.31%-602.8pp | 418.27%-448.8pp |
| Employer contribution / active EE | $1,195 | $5,245-77.2% | $4,815-75.2% | $4,741-74.8% |
| Participant deferral / active EE | $1,195 | $7,801-84.7% | $7,448-84.0% | $6,401-81.3% |
| Admin fee / account holder | $1,970 | $11,568-83.0% | $10,007-80.3% | $11,429-82.8% |