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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 | $70,121-98.3% | $63,803-98.1% | $138,895-99.2% |
| Participation rate | 46.7% | 77.2%-30.5pp | 72.7%-26.0pp | 79.9%-33.3pp |
| Annual return | 8.42% | 946.48%-938.1pp | 543.72%-535.3pp | 145.39%-137.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $27 | $4,535-99.4% | $3,843-99.3% | $6,396-99.6% |
| Admin fee / account holder | $997 | $6,738-85.2% | $5,196-80.8% | $12,562-92.1% |