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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 | $1,187 | $27,924-95.7% | $58,544-98.0% | $75,181-98.4% |
| Participation rate | 3.0% | 38.8%-35.8pp | 50.9%-47.8pp | 67.2%-64.2pp |
| Annual return | 5.63% | 44.20%-38.6pp | 4249.56%-4243.9pp | 160.69%-155.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $96 | $1,202-92.0% | $1,923-95.0% | $4,126-97.7% |
| Admin fee / account holder | $3,450 | $1,726+99.9% | $2,520+36.9% | $5,650-38.9% |