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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 | $4,444 | $85,171-94.8% | $172,753-97.4% | $72,976-93.9% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 10.28% | 27.32%-17.0pp | 803.00%-792.7pp | 81.02%-70.7pp |
| Employer contribution / active EE | $405 | $3,324-87.8% | $5,144-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $597 | $3,260-81.7% | $5,198-88.5% | $3,608-83.5% |
| Admin fee / account holder | $113,602 | $5,880+1831.9% | $13,956+714.0% | $5,124+2117.0% |