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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 | $565 | $76,522-99.3% | $56,033-99.0% | $145,884-99.6% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | -52.99% | 3014.28%-3067.3pp | 1711.38%-1764.4pp | 551.85%-604.8pp |
| Employer contribution / active EE | $149 | $1,382-89.2% | $1,041-85.7% | $4,662-96.8% |
| Participant deferral / active EE | $149 | $2,624-94.3% | $1,954-92.4% | $6,690-97.8% |
| Admin fee / account holder | $844 | $3,328-74.6% | $2,827-70.1% | $13,392-93.7% |