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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 | $7,773 | $97,550-92.0% | $120,344-93.5% | $87,485-91.1% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.7%-76.7pp | 68.9%-68.9pp |
| Annual return | 10.42% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,195 | $2,291-47.8% | $3,020-60.4% | $2,596-54.0% |
| Participant deferral / active EE | $1,622 | $4,230-61.7% | $5,135-68.4% | $4,274-62.1% |
| Admin fee / account holder | $2,454,315 | $9,543+25619.7% | $12,742+19162.2% | $7,775+31467.7% |