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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 | $2,562 | $95,453-97.3% | $112,040-97.7% | $82,448-96.9% |
| Participation rate | 9.7% | 72.8%-63.1pp | 76.5%-66.8pp | 68.1%-58.4pp |
| Annual return | 6.00% | 23.92%-17.9pp | 24.52%-18.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $1,286 | $2,318-44.5% | $2,954-56.5% | $2,551-49.6% |
| Participant deferral / active EE | $1,085 | $4,224-74.3% | $5,098-78.7% | $4,139-73.8% |
| Admin fee / account holder | $144,651 | $9,013+1504.8% | $12,098+1095.7% | $7,234+1899.5% |