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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 | $471 | $110,212-99.6% | $96,534-99.5% | $139,466-99.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 2.86% | 26.42%-23.6pp | 25.88%-23.0pp | 373.66%-370.8pp |
| Employer contribution / active EE | $2,453 | $3,620-32.2% | $2,965-17.3% | $4,754-48.4% |
| Participant deferral / active EE | $46 | $5,547-99.2% | $4,851-99.1% | $6,712-99.3% |
| Admin fee / account holder | $4,898 | $11,599-57.8% | $8,253-40.6% | $11,409-57.1% |