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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 | $983 | $29,716-96.7% | $56,077-98.2% | $80,925-98.8% |
| Participation rate | 3.8% | 41.7%-37.9pp | 52.5%-48.7pp | 67.7%-63.8pp |
| Annual return | 0.65% | 35.30%-34.7pp | 1709.28%-1708.6pp | 35.65%-35.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $84 | $1,228-93.2% | $1,954-95.7% | $4,299-98.0% |
| Admin fee / account holder | $594 | $2,432-75.6% | $2,825-79.0% | $6,940-91.4% |