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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 | $2,418 | $217,427-98.9% | $185,837-98.7% | $167,518-98.6% |
| Participation rate | 40.0% | 86.0%-46.0pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | -32.46% | 148.39%-180.9pp | 122.08%-154.5pp | 478.71%-511.2pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $650 | $6,357-89.8% | $5,568-88.3% | $6,342-89.8% |
| Admin fee / account holder | $836 | $19,816-95.8% | $16,241-94.9% | $12,312-93.2% |