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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 | $5,929 | $111,878-94.7% | $93,727-93.7% | $145,897-95.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | -34.85% | 204.28%-239.1pp | 133.83%-168.7pp | 552.29%-587.1pp |
| Employer contribution / active EE | $552 | $3,092-82.1% | $2,421-77.2% | $4,663-88.2% |
| Participant deferral / active EE | $668 | $4,920-86.4% | $4,417-84.9% | $6,689-90.0% |
| Admin fee / account holder | $1,662 | $10,256-83.8% | $8,292-80.0% | $13,390-87.6% |