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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 | $10,149 | $174,379-94.2% | $152,093-93.3% | $138,895-92.7% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | -0.39% | 74.86%-75.2pp | 66.36%-66.7pp | 145.39%-145.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $676 | $6,159-89.0% | $5,451-87.6% | $6,396-89.4% |
| Admin fee / account holder | $103,466 | $16,880+512.9% | $14,497+613.7% | $12,562+723.6% |