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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 | $300 | $76,519-99.6% | $56,025-99.5% | $145,897-99.8% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | -6.17% | 3017.03%-3023.2pp | 1712.69%-1718.9pp | 552.29%-558.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $33 | $2,624-98.8% | $1,955-98.3% | $6,689-99.5% |
| Admin fee / account holder | $376 | $3,331-88.7% | $2,828-86.7% | $13,390-97.2% |