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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 | $28,624-96.5% | $53,647-98.2% | $82,637-98.8% |
| Participation rate | 57.1% | 47.3%+9.9pp | 56.3%+0.9pp | 68.1%-10.9pp |
| Annual return | 8.70% | 664.98%-656.3pp | 358.33%-349.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $18 | $1,196-98.5% | $1,813-99.0% | $4,126-99.6% |
| Admin fee / account holder | $372 | $2,022-81.6% | $2,460-84.9% | $7,339-94.9% |