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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 | $150 | $54,674-99.7% | $76,089-99.8% | $74,429-99.8% |
| Participation rate | 0.0% | 60.3%-60.3pp | 69.1%-69.1pp | 67.2%-67.2pp |
| Annual return | -4.05% | 31.89%-35.9pp | 360.94%-365.0pp | 1368.38%-1372.4pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10 | $3,071-99.7% | $4,259-99.8% | $4,348-99.8% |
| Admin fee / account holder | $2,438 | $2,238+8.9% | $6,418-62.0% | $1,944+25.4% |