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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 | $734 | $169,361-99.6% | $129,397-99.4% | $145,877-99.5% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | 2.13% | 14395.54%-14393.4pp | 9453.98%-9451.9pp | 551.28%-549.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $314 | $4,987-93.7% | $4,167-92.5% | $6,691-95.3% |
| Admin fee / account holder | $852 | $9,903-91.4% | $7,679-88.9% | $13,402-93.6% |