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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 | $162,136-99.4% | $152,301-99.3% | $154,746-99.4% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | -54.40% | 91.02%-145.4pp | 80.50%-134.9pp | 172.34%-226.7pp |
| Employer contribution / active EE | $2,499 | $4,890-48.9% | $4,624-46.0% | $4,379-42.9% |
| Participant deferral / active EE | $2,499 | $8,341-70.0% | $8,004-68.8% | $6,730-62.9% |
| Admin fee / account holder | $914 | $15,759-94.2% | $14,398-93.7% | $14,365-93.6% |