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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 | $992 | $29,319-96.6% | $52,425-98.1% | $82,448-98.8% |
| Participation rate | 57.1% | 46.9%+10.3pp | 55.6%+1.5pp | 68.1%-10.9pp |
| Annual return | 8.70% | 535.20%-526.5pp | 302.12%-293.4pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18 | $1,171-98.4% | $1,790-99.0% | $4,139-99.6% |
| Admin fee / account holder | $372 | $1,962-81.1% | $2,495-85.1% | $7,234-94.9% |