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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 | $514 | $72,465-99.3% | $67,575-99.2% | $145,884-99.6% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | -0.95% | 7222.56%-7223.5pp | 3528.98%-3529.9pp | 551.85%-552.8pp |
| Employer contribution / active EE | $405 | $3,074-86.8% | $2,736-85.2% | $4,662-91.3% |
| Participant deferral / active EE | $453 | $4,786-90.5% | $4,003-88.7% | $6,690-93.2% |
| Admin fee / account holder | $2,033 | $5,515-63.1% | $3,993-49.1% | $13,392-84.8% |