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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 | $1,167 | $30,421-96.2% | $56,077-97.9% | $74,429-98.4% |
| Participation rate | 1.6% | 32.9%-31.2pp | 52.5%-50.9pp | 67.2%-65.6pp |
| Annual return | 9.53% | 24.94%-15.4pp | 1709.28%-1699.7pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $16 | $1,175-98.7% | $1,954-99.2% | $4,348-99.6% |
| Admin fee / account holder | $1,921 | $2,363-18.7% | $2,825-32.0% | $1,944-1.2% |