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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 | $4,835 | $90,691-94.7% | $76,119-93.6% | $145,884-96.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 5.04% | 624.52%-619.5pp | 361.25%-356.2pp | 551.85%-546.8pp |
| Employer contribution / active EE | $3,689 | $3,329+10.8% | $2,693+37.0% | $4,662-20.9% |
| Participant deferral / active EE | $972 | $5,167-81.2% | $4,259-77.2% | $6,690-85.5% |
| Admin fee / account holder | $2,812 | $8,383-66.5% | $6,421-56.2% | $13,392-79.0% |