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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 | $572 | $101,672-99.4% | $147,117-99.6% | $74,478-99.2% |
| Participation rate | 19.5% | 75.5%-56.1pp | 82.2%-62.7pp | 67.2%-47.8pp |
| Annual return | -0.37% | 8757.83%-8758.2pp | 420.54%-420.9pp | 1370.56%-1370.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $156 | $7,305-97.9% | $8,065-98.1% | $4,350-96.4% |
| Admin fee / account holder | $483 | $1,753-72.5% | $12,993-96.3% | $1,946-75.2% |