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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 | $22,862 | $209,425-89.1% | $178,499-87.2% | $158,966-85.6% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -2.36% | 188.80%-191.2pp | 151.10%-153.5pp | 302.95%-305.3pp |
| Employer contribution / active EE | $4,045 | $5,707-29.1% | $5,011-19.3% | $4,762-15.1% |
| Participant deferral / active EE | $1,610 | $5,955-73.0% | $5,202-69.1% | $5,983-73.1% |
| Admin fee / account holder | $609 | $17,078-96.4% | $13,986-95.6% | $11,250-94.6% |