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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 | $15,728 | $138,076-88.6% | $123,553-87.3% | $135,380-88.4% |
| Participation rate | 12.5% | 84.7%-72.2pp | 82.3%-69.8pp | 82.6%-70.1pp |
| Annual return | -9.81% | 153.70%-163.5pp | 119.21%-129.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $794 | $6,800-88.3% | $6,426-87.7% | $5,609-85.9% |
| Admin fee / account holder | $2,043 | $10,917-81.3% | $9,284-78.0% | $10,828-81.1% |