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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 | $117,829-92.2% | $102,423-91.0% | $145,877-93.7% |
| Participation rate | 4.3% | 78.6%-74.3pp | 76.5%-72.2pp | 80.3%-76.0pp |
| Annual return | -40.17% | 31.83%-72.0pp | 29.42%-69.6pp | 551.28%-591.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $248 | $5,732-95.7% | $5,054-95.1% | $6,691-96.3% |
| Admin fee / account holder | $14,272 | $13,335+7.0% | $9,455+51.0% | $13,402+6.5% |