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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 | $2,936 | $198,461-98.5% | $170,436-98.3% | $147,585-98.0% |
| Participation rate | 5.3% | 88.0%-82.7pp | 83.6%-78.3pp | 82.8%-77.6pp |
| Annual return | -87.52% | 257.30%-344.8pp | 205.94%-293.5pp | 578.57%-666.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $143 | $5,629-97.5% | $4,939-97.1% | $5,439-97.4% |
| Admin fee / account holder | $1,802 | $16,852-89.3% | $13,880-87.0% | $10,885-83.4% |