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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 | $585 | $76,608-99.2% | $56,077-99.0% | $145,877-99.6% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 5.27% | 3009.59%-3004.3pp | 1709.28%-1704.0pp | 551.28%-546.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $38 | $2,624-98.6% | $1,954-98.1% | $6,691-99.4% |
| Admin fee / account holder | $944 | $3,325-71.6% | $2,825-66.6% | $13,402-93.0% |