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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 | $9,964 | $160,040-93.8% | $147,096-93.2% | $145,877-93.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | -75.82% | 98.49%-174.3pp | 419.75%-495.6pp | 551.28%-627.1pp |
| Employer contribution / active EE | $1,112 | $5,289-79.0% | $4,936-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,187 | $8,429-74.0% | $8,071-72.9% | $6,691-67.3% |
| Admin fee / account holder | $540 | $15,050-96.4% | $13,005-95.8% | $13,402-96.0% |