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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 | $116 | $48,327-99.8% | $67,575-99.8% | $80,935-99.9% |
| Participation rate | 9.6% | 66.4%-56.8pp | 72.9%-63.3pp | 67.7%-58.0pp |
| Annual return | -226.60% | 18.31%-244.9pp | 3528.98%-3755.6pp | 35.66%-262.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $41 | $2,927-98.6% | $4,003-99.0% | $4,299-99.1% |
| Admin fee / account holder | $547 | $3,692-85.2% | $3,993-86.3% | $6,924-92.1% |