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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 | $9,012 | $160,028-94.4% | $147,080-93.9% | $145,884-93.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | -58.14% | 98.60%-156.7pp | 420.17%-478.3pp | 551.85%-610.0pp |
| Employer contribution / active EE | $1,111 | $5,286-79.0% | $4,933-77.5% | $4,662-76.2% |
| Participant deferral / active EE | $1,389 | $8,422-83.5% | $8,066-82.8% | $6,690-79.2% |
| Admin fee / account holder | $2,702 | $15,030-82.0% | $12,989-79.2% | $13,392-79.8% |