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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 | $2,605 | $172,111-98.5% | $150,298-98.3% | $137,256-98.1% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 2.23% | 69.37%-67.1pp | 62.79%-60.6pp | 220.34%-218.1pp |
| Employer contribution / active EE | $1,295 | $4,636-72.1% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $180 | $6,166-97.1% | $5,453-96.7% | $6,407-97.2% |
| Admin fee / account holder | $445,206 | $16,471+2603.0% | $14,116+3054.0% | $12,270+3528.4% |