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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.)
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 | $13,652 | $202,342-93.3% | $172,752-92.1% | $152,897-91.1% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 15.06% | 1029.83%-1014.8pp | 802.97%-787.9pp | 345.43%-330.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8 | $5,948-99.9% | $5,198-99.8% | $5,851-99.9% |
| Admin fee / account holder | $32,545 | $17,111+90.2% | $13,955+133.2% | $11,599+180.6% |