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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 | $7,363 | $160,028-95.4% | $147,080-95.0% | $145,884-95.0% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | -7.48% | 98.60%-106.1pp | 420.17%-427.6pp | 551.85%-559.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $811 | $8,422-90.4% | $8,066-89.9% | $6,690-87.9% |
| Admin fee / account holder | $961 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |