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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 | $239 | $149,040-99.8% | $120,225-99.8% | $137,256-99.8% |
| Participation rate | 61.5% | 75.4%-13.9pp | 69.6%-8.0pp | 80.0%-18.4pp |
| Annual return | 7.77% | 605.68%-597.9pp | 439.23%-431.5pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $82 | $4,655-98.2% | $3,999-98.0% | $6,407-98.7% |
| Admin fee / account holder | $908 | $6,348-85.7% | $5,696-84.1% | $12,270-92.6% |