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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 | $3,228 | $88,778-96.4% | $81,844-96.1% | $145,884-97.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -0.59% | 1033.03%-1033.6pp | 778.87%-779.5pp | 551.85%-552.4pp |
| Employer contribution / active EE | $2,298 | $3,087-25.6% | $2,916-21.2% | $4,662-50.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,585 | $8,430-10.0% | $7,355+3.1% | $13,392-43.4% |