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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 | $5,118 | $154,228-96.7% | $145,433-96.5% | $137,256-96.3% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 2.27% | 74.59%-72.3pp | 66.58%-64.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $3,950 | $4,804-17.8% | $4,554-13.3% | $4,156-5.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $670,001 | $14,344+4571.1% | $13,129+5003.2% | $12,270+5360.4% |