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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 | $4,933 | $110,379-95.5% | $102,412-95.2% | $145,884-96.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 9.64% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,371 | $4,216-67.5% | $3,870-64.6% | $4,662-70.6% |
| Participant deferral / active EE | $1,479 | $5,622-73.7% | $5,060-70.8% | $6,690-77.9% |
| Admin fee / account holder | $2,564 | $9,745-73.7% | $8,388-69.4% | $13,392-80.9% |