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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 | $2,694 | $211,239-98.7% | $178,528-98.5% | $145,877-98.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 0.45% | 30.22%-29.8pp | 27.11%-26.7pp | 551.28%-550.8pp |
| Employer contribution / active EE | $750 | $4,570-83.6% | $3,950-81.0% | $4,663-83.9% |
| Participant deferral / active EE | $1,150 | $6,963-83.5% | $6,278-81.7% | $6,691-82.8% |
| Admin fee / account holder | $45,095 | $12,095+272.9% | $10,419+332.8% | $13,402+236.5% |