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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 | $392 | $29,670-98.7% | $56,054-99.3% | $80,911-99.5% |
| Participation rate | 3.0% | 41.7%-38.6pp | 52.5%-49.5pp | 67.6%-64.6pp |
| Annual return | 4.13% | 35.24%-31.1pp | 1705.95%-1701.8pp | 35.63%-31.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $68 | $1,227-94.4% | $1,952-96.5% | $4,297-98.4% |
| Admin fee / account holder | $3,216 | $2,431+32.3% | $2,822+13.9% | $6,935-53.6% |