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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 | $218 | $149,040-99.9% | $120,225-99.8% | $137,256-99.8% |
| Participation rate | 16.7% | 75.4%-58.8pp | 69.6%-52.9pp | 80.0%-63.3pp |
| Annual return | 3.56% | 605.68%-602.1pp | 439.23%-435.7pp | 220.34%-216.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $78 | $4,655-98.3% | $3,999-98.1% | $6,407-98.8% |
| Admin fee / account holder | $547 | $6,348-91.4% | $5,696-90.4% | $12,270-95.5% |