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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 | $1,999 | $154,228-98.7% | $145,433-98.6% | $137,256-98.5% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -11.54% | 74.59%-86.1pp | 66.58%-78.1pp | 220.34%-231.9pp |
| Employer contribution / active EE | $1,378 | $4,804-71.3% | $4,554-69.7% | $4,156-66.8% |
| Participant deferral / active EE | $1,678 | $8,216-79.6% | $7,897-78.8% | $6,407-73.8% |
| Admin fee / account holder | $4,711 | $14,344-67.2% | $13,129-64.1% | $12,270-61.6% |