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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 | $1,642 | $29,733-94.5% | $56,025-97.1% | $80,959-98.0% |
| Participation rate | 6.8% | 41.7%-34.9pp | 52.5%-45.7pp | 67.7%-60.8pp |
| Annual return | 2.14% | 35.28%-33.1pp | 1712.69%-1710.5pp | 35.67%-33.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $38 | $1,229-96.9% | $1,955-98.1% | $4,300-99.1% |
| Admin fee / account holder | $431 | $2,434-82.3% | $2,828-84.8% | $6,925-93.8% |