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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 | $805 | $201,344-99.6% | $184,243-99.6% | $145,877-99.4% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 4.16% | 29.01%-24.8pp | 28.82%-24.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $33 | $9,807-99.7% | $9,132-99.6% | $6,691-99.5% |
| Admin fee / account holder | $1,838 | $16,382-88.8% | $13,914-86.8% | $13,402-86.3% |