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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 | $107 | $99,011-99.9% | $86,582-99.9% | $147,586-99.9% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | -391.41% | 1312.75%-1704.2pp | 965.08%-1356.5pp | 578.59%-970.0pp |
| Employer contribution / active EE | $48 | $3,132-98.5% | $2,839-98.3% | $4,876-99.0% |
| Participant deferral / active EE | $48 | $3,972-98.8% | $3,609-98.7% | $5,439-99.1% |
| Admin fee / account holder | $502 | $5,709-91.2% | $4,904-89.8% | $10,886-95.4% |