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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 | $5,257 | $201,372-97.4% | $184,260-97.1% | $145,884-96.4% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 2.46% | 29.04%-26.6pp | 28.84%-26.4pp | 551.85%-549.4pp |
| Employer contribution / active EE | $12,580 | $7,024+79.1% | $6,427+95.7% | $4,662+169.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,452 | $16,362-85.0% | $13,898-82.4% | $13,392-81.7% |