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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 | $2,663 | $159,934-98.3% | $147,005-98.2% | $145,959-98.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | -0.28% | 98.24%-98.5pp | 418.76%-419.0pp | 561.95%-562.2pp |
| Employer contribution / active EE | $1,138 | $5,287-78.5% | $4,934-76.9% | $4,661-75.6% |
| Participant deferral / active EE | $1,138 | $8,427-86.5% | $8,070-85.9% | $6,689-83.0% |
| Admin fee / account holder | $392,044 | $15,053+2504.4% | $13,006+2914.3% | $13,398+2826.2% |