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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 | $2,382 | $160,028-98.5% | $147,080-98.4% | $145,884-98.4% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | -0.94% | 98.60%-99.5pp | 420.17%-421.1pp | 551.85%-552.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $254 | $8,422-97.0% | $8,066-96.8% | $6,690-96.2% |
| Admin fee / account holder | $2,105 | $15,030-86.0% | $12,989-83.8% | $13,392-84.3% |