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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 | $905 | $29,733-97.0% | $56,025-98.4% | $80,959-98.9% |
| Participation rate | 11.4% | 41.7%-30.3pp | 52.5%-41.1pp | 67.7%-56.2pp |
| Annual return | -5.42% | 35.28%-40.7pp | 1712.69%-1718.1pp | 35.67%-41.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $54 | $1,229-95.6% | $1,955-97.2% | $4,300-98.7% |
| Admin fee / account holder | $993 | $2,434-59.2% | $2,828-64.9% | $6,925-85.7% |