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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 | $1,086 | $76,519-98.6% | $56,025-98.1% | $145,897-99.3% |
| Participation rate | 18.2% | 63.2%-45.1pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 1.18% | 3017.03%-3015.9pp | 1712.69%-1711.5pp | 552.29%-551.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26 | $2,624-99.0% | $1,955-98.7% | $6,689-99.6% |
| Admin fee / account holder | $1,827 | $3,331-45.1% | $2,828-35.4% | $13,390-86.4% |