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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 | $130 | $67,823-99.8% | $52,425-99.8% | $137,256-99.9% |
| Participation rate | 59.1% | 63.9%-4.8pp | 55.6%+3.5pp | 80.0%-20.9pp |
| Annual return | -4.27% | 219.11%-223.4pp | 302.12%-306.4pp | 220.34%-224.6pp |
| Employer contribution / active EE | $1 | $1,163-99.9% | $914-99.8% | $4,156-100.0% |
| Participant deferral / active EE | $66 | $2,288-97.1% | $1,790-96.3% | $6,407-99.0% |
| Admin fee / account holder | $547 | $2,844-80.8% | $2,495-78.1% | $12,270-95.5% |