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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 | $126,661-96.8% | $113,397-96.4% | $138,895-97.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | -1.35% | 25.05%-26.4pp | 23.20%-24.6pp | 145.39%-146.7pp |
| Employer contribution / active EE | $61,700 | $3,456+1685.2% | $2,977+1972.4% | $4,194+1371.1% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $339,445 | $14,549+2233.1% | $11,957+2738.9% | $12,562+2602.1% |