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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 | $2,339 | $30,421-92.3% | $56,077-95.8% | $74,429-96.9% |
| Participation rate | 1.3% | 32.9%-31.6pp | 52.5%-51.2pp | 67.2%-65.9pp |
| Annual return | 7.00% | 24.94%-17.9pp | 1709.28%-1702.3pp | 1368.38%-1361.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $29 | $1,175-97.5% | $1,954-98.5% | $4,348-99.3% |
| Admin fee / account holder | $1,111 | $2,363-53.0% | $2,825-60.7% | $1,944-42.9% |