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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 | $389 | $29,733-98.7% | $56,025-99.3% | $80,959-99.5% |
| Participation rate | 26.8% | 41.7%-14.9pp | 52.5%-25.7pp | 67.7%-40.8pp |
| Annual return | -2.03% | 35.28%-37.3pp | 1712.69%-1714.7pp | 35.67%-37.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $134 | $1,229-89.1% | $1,955-93.2% | $4,300-96.9% |
| Admin fee / account holder | $388 | $2,434-84.1% | $2,828-86.3% | $6,925-94.4% |