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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 | $18,809 | $176,105-89.3% | $159,474-88.2% | $167,536-88.8% |
| Participation rate | 14.3% | 85.0%-70.7pp | 82.8%-68.5pp | 82.1%-67.8pp |
| Annual return | -28.43% | 331.91%-360.3pp | 263.68%-292.1pp | 478.82%-507.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,786 | $7,751-77.0% | $7,353-75.7% | $6,342-71.8% |
| Admin fee / account holder | $4,174 | $12,559-66.8% | $10,802-61.4% | $12,315-66.1% |