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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 | $4,747 | $138,102-96.6% | $125,381-96.2% | $134,532-96.5% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -22.68% | 750.73%-773.4pp | 572.31%-595.0pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,035 | $5,245-80.3% | $4,815-78.5% | $4,741-78.2% |
| Participant deferral / active EE | $2,189 | $7,801-71.9% | $7,448-70.6% | $6,401-65.8% |
| Admin fee / account holder | $438 | $11,568-96.2% | $10,007-95.6% | $11,429-96.2% |