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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 | $1,341 | $96,123-98.6% | $77,361-98.3% | $198,609-99.3% |
| Participation rate | 64.3% | 81.1%-16.8pp | 75.0%-10.7pp | 82.4%-18.1pp |
| Annual return | 1.03% | 2054.81%-2053.8pp | 1011.54%-1010.5pp | 202.70%-201.7pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,453 | $4,975-70.8% | $3,911-62.9% | $6,977-79.2% |
| Admin fee / account holder | $407 | $9,471-95.7% | $5,894-93.1% | $19,030-97.9% |