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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 | $4,005 | $155,555-97.4% | $146,866-97.3% | $155,188-97.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 3.40% | 115.41%-112.0pp | 102.85%-99.5pp | 148.84%-145.4pp |
| Employer contribution / active EE | $757 | $4,647-83.7% | $4,425-82.9% | $4,248-82.2% |
| Participant deferral / active EE | $1,047 | $8,044-87.0% | $7,759-86.5% | $6,531-84.0% |
| Admin fee / account holder | $11,641 | $14,755-21.1% | $13,620-14.5% | $14,480-19.6% |