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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 | $7,278 | $198,462-96.3% | $170,439-95.7% | $147,585-95.1% |
| Participation rate | 13.6% | 88.0%-74.3pp | 83.6%-70.0pp | 82.8%-69.2pp |
| Annual return | -13.13% | 257.30%-270.4pp | 205.94%-219.1pp | 578.58%-591.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $323 | $5,629-94.3% | $4,939-93.5% | $5,439-94.1% |
| Admin fee / account holder | $7,475 | $16,852-55.6% | $13,881-46.1% | $10,886-31.3% |