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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 | $5,729 | $92,743-93.8% | $82,744-93.1% | $134,532-95.7% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -21.71% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $763 | $4,802-84.1% | $4,395-82.6% | $6,401-88.1% |
| Admin fee / account holder | $3,278 | $5,977-45.2% | $5,325-38.4% | $11,429-71.3% |