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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 | $718 | $148,582-99.5% | $135,942-99.5% | $139,456-99.5% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 7.19% | 79.26%-72.1pp | 68.28%-61.1pp | 373.45%-366.3pp |
| Employer contribution / active EE | $1,398 | $5,245-73.3% | $4,858-71.2% | $4,753-70.6% |
| Participant deferral / active EE | $1,398 | $8,101-82.7% | $7,759-82.0% | $6,711-79.2% |
| Admin fee / account holder | $833 | $12,402-93.3% | $10,764-92.3% | $11,407-92.7% |