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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 | $8,022 | $183,978-95.6% | $162,171-95.1% | $152,885-94.8% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 6.03% | 150.78%-144.8pp | 115.60%-109.6pp | 345.39%-339.4pp |
| Employer contribution / active EE | $23,424 | $6,370+267.7% | $5,613+317.3% | $4,763+391.8% |
| Participant deferral / active EE | $2,093 | $8,033-73.9% | $7,297-71.3% | $5,851-64.2% |
| Admin fee / account holder | $32,400 | $13,122+146.9% | $10,843+198.8% | $11,598+179.4% |