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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 | $9,208 | $49,177-81.3% | $79,466-88.4% | $64,173-85.7% |
| Participation rate | 11.8% | 65.0%-53.3pp | 73.3%-61.6pp | 69.6%-57.8pp |
| Annual return | -25.47% | -1.16%-24.3pp | 718.28%-743.7pp | 7.63%-33.1pp |
| Employer contribution / active EE | $1,500 | $2,076-27.8% | $2,800-46.4% | $2,381-37.0% |
| Participant deferral / active EE | $177 | $2,821-93.7% | $3,704-95.2% | $3,470-94.9% |
| Admin fee / account holder | $3,754 | $3,839-2.2% | $5,104-26.5% | $4,887-23.2% |