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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 | $10,135 | $176,077-94.2% | $159,455-93.6% | $167,518-93.9% |
| Participation rate | 20.0% | 84.9%-64.9pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | -37.69% | 331.83%-369.5pp | 263.63%-301.3pp | 478.71%-516.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,077 | $7,751-86.1% | $7,353-85.4% | $6,342-83.0% |
| Admin fee / account holder | $5,709 | $12,556-54.5% | $10,800-47.1% | $12,312-53.6% |