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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 | $81 | $69,118-99.9% | $53,647-99.8% | $138,895-99.9% |
| Participation rate | 42.9% | 64.0%-21.1pp | 56.3%-13.4pp | 79.9%-37.1pp |
| Annual return | -6.77% | 248.26%-255.0pp | 358.33%-365.1pp | 145.39%-152.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $93 | $2,274-95.9% | $1,813-94.9% | $6,396-98.5% |
| Admin fee / account holder | $548 | $2,724-79.9% | $2,460-77.7% | $12,562-95.6% |