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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 | $16,191 | $125,184-87.1% | $105,607-84.7% | $145,884-88.9% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -0.98% | 225.00%-226.0pp | 116.11%-117.1pp | 551.85%-552.8pp |
| Employer contribution / active EE | $9,531 | $3,720+156.2% | $3,167+201.0% | $4,662+104.4% |
| Participant deferral / active EE | $301 | $5,714-94.7% | $5,011-94.0% | $6,690-95.5% |
| Admin fee / account holder | $40,050 | $17,133+133.8% | $10,958+265.5% | $13,392+199.1% |