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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 | $1,185 | $96,678-98.8% | $86,640-98.6% | $139,466-99.2% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | -123.99% | 106.69%-230.7pp | 592.52%-716.5pp | 373.66%-497.7pp |
| Employer contribution / active EE | $631 | $3,265-80.7% | $3,024-79.1% | $4,754-86.7% |
| Participant deferral / active EE | $631 | $4,837-87.0% | $4,438-85.8% | $6,712-90.6% |
| Admin fee / account holder | $527 | $6,410-91.8% | $5,616-90.6% | $11,409-95.4% |