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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 | $1,508 | $29,736-94.9% | $56,033-97.3% | $80,935-98.1% |
| Participation rate | 3.2% | 41.7%-38.5pp | 52.5%-49.3pp | 67.7%-64.4pp |
| Annual return | 1.58% | 35.28%-33.7pp | 1711.38%-1709.8pp | 35.66%-34.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $62 | $1,228-94.9% | $1,954-96.8% | $4,299-98.6% |
| Admin fee / account holder | $8,481 | $2,434+248.5% | $2,827+200.0% | $6,924+22.5% |