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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 | $265 | $39,019-99.3% | $80,727-99.7% | $85,854-99.7% |
| Participation rate | 36.8% | 41.5%-4.7pp | 54.2%-17.3pp | 69.3%-32.5pp |
| Annual return | 5.55% | 26.27%-20.7pp | 87.28%-81.7pp | 318.56%-313.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $117 | $1,326-91.2% | $2,146-94.6% | $3,952-97.0% |
| Admin fee / account holder | $487 | $2,431-80.0% | $3,380-85.6% | $6,260-92.2% |