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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 | $9,185 | $117,895-92.2% | $102,460-91.0% | $145,897-93.7% |
| Participation rate | 4.3% | 78.6%-74.3pp | 76.5%-72.2pp | 80.3%-76.0pp |
| Annual return | -40.17% | 31.92%-72.1pp | 29.47%-69.6pp | 552.29%-592.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $248 | $5,736-95.7% | $5,056-95.1% | $6,689-96.3% |
| Admin fee / account holder | $14,272 | $13,353+6.9% | $9,460+50.9% | $13,390+6.6% |