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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 | $47 | $51,631-99.9% | $129,397-100.0% | $80,925-99.9% |
| Participation rate | 1.7% | 56.9%-55.3pp | 69.6%-68.0pp | 67.7%-66.0pp |
| Annual return | 10.37% | 20.77%-10.4pp | 9453.98%-9443.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $32 | $2,670-98.8% | $4,167-99.2% | $4,299-99.3% |
| Admin fee / account holder | $4,966 | $4,309+15.2% | $7,679-35.3% | $6,940-28.4% |