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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 | $355 | $29,319-98.8% | $52,425-99.3% | $82,448-99.6% |
| Participation rate | 41.7% | 46.9%-5.2pp | 55.6%-14.0pp | 68.1%-26.4pp |
| Annual return | 12.40% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $142 | $1,171-87.9% | $1,790-92.1% | $4,139-96.6% |
| Admin fee / account holder | $631 | $1,962-67.8% | $2,495-74.7% | $7,234-91.3% |