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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 | $1,181 | $68,097-98.3% | $62,929-98.1% | $137,256-99.1% |
| Participation rate | 46.7% | 77.4%-30.8pp | 73.1%-26.4pp | 80.0%-33.3pp |
| Annual return | 8.42% | 1859.11%-1850.7pp | 1063.93%-1055.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $27 | $4,553-99.4% | $3,888-99.3% | $6,407-99.6% |
| Admin fee / account holder | $997 | $6,521-84.7% | $5,065-80.3% | $12,270-91.9% |