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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 | $4,113 | $124,425-96.7% | $112,040-96.3% | $137,256-97.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | -1.35% | 24.72%-26.1pp | 24.52%-25.9pp | 220.34%-221.7pp |
| Employer contribution / active EE | $61,700 | $3,411+1708.7% | $2,954+1988.7% | $4,156+1384.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $339,445 | $15,207+2132.2% | $12,098+2705.8% | $12,270+2666.4% |