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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 | $201 | $72,071-99.7% | $68,368-99.7% | $137,256-99.9% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 4.44% | 353.14%-348.7pp | 292.57%-288.1pp | 220.34%-215.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $107 | $4,410-97.6% | $4,123-97.4% | $6,407-98.3% |
| Admin fee / account holder | $845 | $5,336-84.2% | $5,150-83.6% | $12,270-93.1% |