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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 | $15,735 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 8.48% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,204 | $5,286-77.2% | $4,933-75.6% | $4,662-74.2% |
| Participant deferral / active EE | $1,443 | $8,422-82.9% | $8,066-82.1% | $6,690-78.4% |
| Admin fee / account holder | $9,902 | $15,030-34.1% | $12,989-23.8% | $13,392-26.1% |