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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 | $29,007 | $106,164-72.7% | $147,041-80.3% | $77,692-62.7% |
| Participation rate | 10.2% | 78.4%-68.2pp | 82.2%-72.0pp | 70.6%-60.4pp |
| Annual return | -6.39% | 56.81%-63.2pp | 419.21%-425.6pp | 31.25%-37.6pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $952 | $7,993-88.1% | $8,071-88.2% | $4,648-79.5% |
| Admin fee / account holder | $9,543 | $338+2723.7% | $13,006-26.6% | $431+2116.5% |