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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 | $20,382 | $153,769-86.7% | $133,975-84.8% | $273,972-92.6% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 2.23% | 36.51%-34.3pp | 29.29%-27.1pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,566 | $11,765+32.3% | $9,324+66.9% | $10,133+53.6% |