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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 | $216 | $169,237-99.9% | $129,339-99.8% | $145,978-99.9% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | -376.35% | 14364.43%-14740.8pp | 9437.05%-9813.4pp | 550.52%-926.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $148 | $4,991-97.0% | $4,170-96.5% | $6,690-97.8% |
| Admin fee / account holder | $1,125 | $9,882-88.6% | $7,668-85.3% | $13,400-91.6% |