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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 | $888 | $76,519-98.8% | $56,025-98.4% | $145,897-99.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 2.14% | 3017.03%-3014.9pp | 1712.69%-1710.5pp | 552.29%-550.1pp |
| Employer contribution / active EE | $33 | $1,383-97.6% | $1,042-96.8% | $4,663-99.3% |
| Participant deferral / active EE | $44 | $2,624-98.3% | $1,955-97.7% | $6,689-99.3% |
| Admin fee / account holder | $1,095 | $3,331-67.1% | $2,828-61.3% | $13,390-91.8% |