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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 | $10,765 | $138,102-92.2% | $125,381-91.4% | $134,532-92.0% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | -22.36% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,806 | $5,245-65.6% | $4,815-62.5% | $4,741-61.9% |
| Participant deferral / active EE | $2,490 | $7,801-68.1% | $7,448-66.6% | $6,401-61.1% |
| Admin fee / account holder | $383 | $11,568-96.7% | $10,007-96.2% | $11,429-96.6% |