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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 | $11,385 | $111,785-89.8% | $93,669-87.8% | $145,877-92.2% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | -20.16% | 203.79%-223.9pp | 133.59%-153.8pp | 551.28%-571.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $713 | $4,919-85.5% | $4,416-83.8% | $6,691-89.3% |
| Admin fee / account holder | $6,505 | $10,256-36.6% | $8,291-21.5% | $13,402-51.5% |