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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 | $7,401 | $180,466-95.9% | $154,114-95.2% | $135,382-94.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -22.62% | 888.15%-910.8pp | 735.16%-757.8pp | 519.77%-542.4pp |
| Employer contribution / active EE | $1,784 | $6,035-70.4% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $1,784 | $5,806-69.3% | $5,081-64.9% | $5,609-68.2% |
| Admin fee / account holder | $1,940 | $16,144-88.0% | $13,411-85.5% | $10,829-82.1% |