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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 | $227 | $154,228-99.9% | $145,433-99.8% | $137,256-99.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 1.76% | 74.59%-72.8pp | 66.58%-64.8pp | 220.34%-218.6pp |
| Employer contribution / active EE | $1,151 | $4,804-76.0% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $58 | $8,216-99.3% | $7,897-99.3% | $6,407-99.1% |
| Admin fee / account holder | $960,208 | $14,344+6594.3% | $13,129+7213.6% | $12,270+7725.6% |