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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 | $95,453-91.9% | $112,040-93.1% | $82,448-90.6% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 10.42% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,195 | $2,318-48.4% | $2,954-59.6% | $2,551-53.2% |
| Participant deferral / active EE | $1,622 | $4,224-61.6% | $5,098-68.2% | $4,139-60.8% |
| Admin fee / account holder | $2,454,315 | $9,013+27129.7% | $12,098+20186.8% | $7,234+33825.8% |