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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 | $8,121 | $150,412-94.6% | $120,574-93.3% | $145,884-94.4% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 7.94% | 154.50%-146.6pp | 107.42%-99.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,786 | $4,355-59.0% | $3,471-48.6% | $4,662-61.7% |
| Participant deferral / active EE | $260 | $6,175-95.8% | $4,996-94.8% | $6,690-96.1% |
| Admin fee / account holder | $6,787 | $12,224-44.5% | $9,445-28.1% | $13,392-49.3% |