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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 | $412 | $172,111-99.8% | $150,298-99.7% | $137,256-99.7% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 5.95% | 69.37%-63.4pp | 62.79%-56.8pp | 220.34%-214.4pp |
| Employer contribution / active EE | $910 | $4,636-80.4% | $4,154-78.1% | $4,156-78.1% |
| Participant deferral / active EE | $910 | $6,166-85.2% | $5,453-83.3% | $6,407-85.8% |
| Admin fee / account holder | $305 | $16,471-98.1% | $14,116-97.8% | $12,270-97.5% |