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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 | $763 | $36,948-97.9% | $73,658-99.0% | $87,485-99.1% |
| Participation rate | 4.1% | 46.8%-42.7pp | 57.0%-53.0pp | 68.9%-64.8pp |
| Annual return | 12.77% | 28.64%-15.9pp | 29.72%-17.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $141 | $670-79.0% | $1,032-86.4% | $2,596-94.6% |
| Participant deferral / active EE | $202 | $1,379-85.3% | $2,062-90.2% | $4,274-95.3% |
| Admin fee / account holder | $969 | $2,531-61.7% | $3,357-71.1% | $7,775-87.5% |