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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 | $1,720 | $198,457-99.1% | $170,435-99.0% | $147,586-98.8% |
| Participation rate | 12.5% | 88.0%-75.5pp | 83.6%-71.1pp | 82.8%-70.3pp |
| Annual return | -74.97% | 257.30%-332.3pp | 205.94%-280.9pp | 578.59%-653.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $166 | $5,629-97.1% | $4,939-96.6% | $5,439-96.9% |
| Admin fee / account holder | $3,985 | $16,852-76.4% | $13,881-71.3% | $10,886-63.4% |