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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 | $551 | $55,889-99.0% | $76,119-99.3% | $80,935-99.3% |
| Participation rate | 20.0% | 62.1%-42.1pp | 69.1%-49.1pp | 67.7%-47.7pp |
| Annual return | 8.89% | 20.58%-11.7pp | 361.25%-352.4pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,113 | $1,866-40.4% | $2,693-58.7% | $2,757-59.6% |
| Participant deferral / active EE | $273 | $3,051-91.1% | $4,259-93.6% | $4,299-93.7% |
| Admin fee / account holder | $137,429 | $5,241+2522.0% | $6,421+2040.2% | $6,924+1884.7% |