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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 | $866 | $76,785-98.9% | $56,441-98.5% | $145,959-99.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | -68.47% | 3000.51%-3069.0pp | 1704.21%-1772.7pp | 561.95%-630.4pp |
| Employer contribution / active EE | $60 | $1,381-95.7% | $1,039-94.2% | $4,661-98.7% |
| Participant deferral / active EE | $60 | $2,624-97.7% | $1,953-96.9% | $6,689-99.1% |
| Admin fee / account holder | $393 | $3,334-88.2% | $2,829-86.1% | $13,398-97.1% |