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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 | $403 | $111,787-99.6% | $93,681-99.6% | $145,978-99.7% |
| Participation rate | 8.7% | 74.2%-65.5pp | 68.7%-60.0pp | 80.3%-71.6pp |
| Annual return | 1.63% | 203.52%-201.9pp | 133.47%-131.8pp | 550.52%-548.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $58 | $4,918-98.8% | $4,415-98.7% | $6,690-99.1% |
| Admin fee / account holder | $1,381 | $10,256-86.5% | $8,290-83.3% | $13,400-89.7% |