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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 | $261 | $169,161-99.8% | $129,295-99.8% | $145,959-99.8% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | -12.47% | 14348.07%-14360.5pp | 9429.28%-9441.8pp | 561.95%-574.4pp |
| Employer contribution / active EE | $202 | $5,543-96.4% | $4,157-95.1% | $4,661-95.7% |
| Participant deferral / active EE | $251 | $4,989-95.0% | $4,169-94.0% | $6,689-96.2% |
| Admin fee / account holder | $1,167 | $9,878-88.2% | $7,665-84.8% | $13,398-91.3% |