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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 | $997 | $196,972-99.5% | $182,262-99.5% | $198,609-99.5% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | -54.40% | 158.27%-212.7pp | 140.60%-195.0pp | 202.70%-257.1pp |
| Employer contribution / active EE | $2,499 | $5,364-53.4% | $5,046-50.5% | $5,055-50.6% |
| Participant deferral / active EE | $2,499 | $8,643-71.1% | $8,276-69.8% | $6,977-64.2% |
| Admin fee / account holder | $914 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |