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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 | $2,552 | $138,102-98.2% | $125,381-98.0% | $134,532-98.1% |
| Participation rate | 43.5% | 84.5%-41.0pp | 82.4%-38.9pp | 81.2%-37.8pp |
| Annual return | -23.91% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $960 | $7,801-87.7% | $7,448-87.1% | $6,401-85.0% |
| Admin fee / account holder | $336 | $11,568-97.1% | $10,007-96.6% | $11,429-97.1% |