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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 | $1,143 | $45,126-97.5% | $85,187-98.7% | $74,459-98.5% |
| Participation rate | 2.8% | 49.4%-46.5pp | 67.5%-64.7pp | 67.2%-64.4pp |
| Annual return | 1.61% | 26.30%-24.7pp | 66.67%-65.1pp | 1369.70%-1368.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $44 | $2,738-98.4% | $4,525-99.0% | $4,350-99.0% |
| Admin fee / account holder | $1,333 | $2,212-39.8% | $6,162-78.4% | $1,945-31.5% |