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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 | $822 | $160,040-99.5% | $147,096-99.4% | $145,877-99.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -9.95% | 98.49%-108.4pp | 419.75%-429.7pp | 551.28%-561.2pp |
| Employer contribution / active EE | $2,320 | $5,289-56.1% | $4,936-53.0% | $4,663-50.2% |
| Participant deferral / active EE | $147 | $8,429-98.3% | $8,071-98.2% | $6,691-97.8% |
| Admin fee / account holder | $6,638 | $15,050-55.9% | $13,005-49.0% | $13,402-50.5% |