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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 | $668 | $72,403-99.1% | $67,524-99.0% | $145,978-99.5% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 2.88% | 7197.23%-7194.4pp | 3519.41%-3516.5pp | 550.52%-547.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $172 | $4,782-96.4% | $4,001-95.7% | $6,690-97.4% |
| Admin fee / account holder | $4,218 | $5,541-23.9% | $4,001+5.4% | $13,400-68.5% |