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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 | $17,654 | $166,242-89.4% | $165,071-89.3% | $145,884-87.9% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | -12.06% | 100.44%-112.5pp | 70.17%-82.2pp | 551.85%-563.9pp |
| Employer contribution / active EE | $1,560 | $5,283-70.5% | $4,347-64.1% | $4,662-66.5% |
| Participant deferral / active EE | $1,620 | $6,964-76.7% | $6,035-73.2% | $6,690-75.8% |
| Admin fee / account holder | $3,807 | $16,658-77.1% | $12,695-70.0% | $13,392-71.6% |