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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 | $315 | $69,118-99.5% | $53,647-99.4% | $138,895-99.8% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 3.08% | 248.26%-245.2pp | 358.33%-355.3pp | 145.39%-142.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $127 | $2,274-94.4% | $1,813-93.0% | $6,396-98.0% |
| Admin fee / account holder | $382 | $2,724-86.0% | $2,460-84.5% | $12,562-97.0% |