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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 | $545 | $108,897-99.5% | $100,378-99.5% | $145,877-99.6% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 3.11% | 58.17%-55.1pp | 49.41%-46.3pp | 551.28%-548.2pp |
| Employer contribution / active EE | $585 | $4,420-86.8% | $3,942-85.2% | $4,663-87.5% |
| Participant deferral / active EE | $685 | $8,455-91.9% | $8,087-91.5% | $6,691-89.8% |
| Admin fee / account holder | $46,675 | $9,690+381.7% | $7,899+490.9% | $13,402+248.3% |