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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 | $8,718 | $138,102-93.7% | $125,381-93.0% | $134,532-93.5% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -36.11% | 750.73%-786.8pp | 572.31%-608.4pp | 418.27%-454.4pp |
| Employer contribution / active EE | $1,218 | $5,245-76.8% | $4,815-74.7% | $4,741-74.3% |
| Participant deferral / active EE | $1,670 | $7,801-78.6% | $7,448-77.6% | $6,401-73.9% |
| Admin fee / account holder | $653 | $11,568-94.4% | $10,007-93.5% | $11,429-94.3% |