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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 | $13,433 | $138,114-90.3% | $125,391-89.3% | $134,545-90.0% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -20.79% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,819 | $5,246-65.3% | $4,816-62.2% | $4,742-61.6% |
| Participant deferral / active EE | $2,376 | $7,801-69.5% | $7,448-68.1% | $6,401-62.9% |
| Admin fee / account holder | $431 | $11,570-96.3% | $10,009-95.7% | $11,431-96.2% |