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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 | $1,097 | $90,614-98.8% | $76,089-98.6% | $145,877-99.2% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 0.82% | 623.80%-623.0pp | 360.94%-360.1pp | 551.28%-550.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $466 | $5,168-91.0% | $4,259-89.1% | $6,691-93.0% |
| Admin fee / account holder | $335 | $8,376-96.0% | $6,418-94.8% | $13,402-97.5% |