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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 | $1,385 | $29,736-95.3% | $56,033-97.5% | $80,935-98.3% |
| Participation rate | 31.8% | 41.7%-9.9pp | 52.5%-20.7pp | 67.7%-35.8pp |
| Annual return | 5.19% | 35.28%-30.1pp | 1711.38%-1706.2pp | 35.66%-30.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $64 | $1,228-94.8% | $1,954-96.7% | $4,299-98.5% |
| Admin fee / account holder | $360 | $2,434-85.2% | $2,827-87.2% | $6,924-94.8% |