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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,380 | $48,570-84.8% | $130,660-94.4% | $72,983-89.9% |
| Participation rate | 43.2% | 58.6%-15.4pp | 71.7%-28.6pp | 69.5%-26.3pp |
| Annual return | 15.70% | 38.63%-22.9pp | 1709.29%-1693.6pp | 81.01%-65.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $736 | $2,384-69.1% | $3,603-79.6% | $3,608-79.6% |
| Admin fee / account holder | $2,007 | $3,549-43.5% | $5,463-63.3% | $5,124-60.8% |