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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 | $3,072 | $138,068-97.8% | $125,358-97.5% | $134,493-97.7% |
| Participation rate | 9.1% | 84.5%-75.4pp | 82.4%-73.3pp | 81.2%-72.1pp |
| Annual return | -31.38% | 750.30%-781.7pp | 572.03%-603.4pp | 418.01%-449.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $193 | $7,799-97.5% | $7,447-97.4% | $6,400-97.0% |
| Admin fee / account holder | $447 | $11,568-96.1% | $10,007-95.5% | $11,425-96.1% |