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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 | $11,208 | $217,427-94.8% | $185,837-94.0% | $167,518-93.3% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 7.30% | 148.39%-141.1pp | 122.08%-114.8pp | 478.71%-471.4pp |
| Employer contribution / active EE | $1,356 | $5,874-76.9% | $5,168-73.8% | $4,838-72.0% |
| Participant deferral / active EE | $1,906 | $6,357-70.0% | $5,568-65.8% | $6,342-70.0% |
| Admin fee / account holder | $21,894 | $19,816+10.5% | $16,241+34.8% | $12,312+77.8% |