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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 | $179 | $111,301-99.8% | $112,977-99.8% | $158,966-99.9% |
| Participation rate | 37.5% | 83.5%-46.0pp | 82.6%-45.1pp | 82.0%-44.5pp |
| Annual return | 5.14% | 26.40%-21.3pp | 24.24%-19.1pp | 302.95%-297.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $525 | $5,880-91.1% | $5,836-91.0% | $5,983-91.2% |
| Admin fee / account holder | $1,539 | $8,392-81.7% | $6,294-75.5% | $11,250-86.3% |