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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 | $250 | $96,361-99.7% | $80,607-99.7% | $139,456-99.8% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 1.44% | 1350.95%-1349.5pp | 936.11%-934.7pp | 373.45%-372.0pp |
| Employer contribution / active EE | $413 | $3,262-87.3% | $2,724-84.8% | $4,753-91.3% |
| Participant deferral / active EE | $278 | $5,232-94.7% | $4,448-93.7% | $6,711-95.9% |
| Admin fee / account holder | $158,984 | $6,601+2308.4% | $5,379+2855.5% | $11,407+1293.7% |