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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 | $884 | $49,199-98.2% | $121,204-99.3% | $75,173-98.8% |
| Participation rate | 3.6% | 55.4%-51.9pp | 69.5%-66.0pp | 67.2%-63.6pp |
| Annual return | 9.99% | 56.04%-46.1pp | 987.18%-977.2pp | 160.72%-150.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $152 | $2,630-94.2% | $4,083-96.3% | $4,126-96.3% |
| Admin fee / account holder | $7,924 | $3,946+100.8% | $5,651+40.2% | $5,651+40.2% |