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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 | $10,967 | $138,078-92.1% | $125,363-91.3% | $134,509-91.8% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -22.34% | 750.49%-772.8pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,069 | $5,245-79.6% | $4,815-77.8% | $4,741-77.4% |
| Participant deferral / active EE | $1,676 | $7,800-78.5% | $7,447-77.5% | $6,400-73.8% |
| Admin fee / account holder | $823 | $11,566-92.9% | $10,005-91.8% | $11,427-92.8% |