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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 | $111,814-95.6% | $103,378-95.2% | $145,978-96.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 9.64% | 24.80%-15.2pp | 24.91%-15.3pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,371 | $4,215-67.5% | $3,870-64.6% | $4,662-70.6% |
| Participant deferral / active EE | $1,479 | $5,618-73.7% | $5,058-70.8% | $6,690-77.9% |
| Admin fee / account holder | $2,564 | $9,764-73.7% | $8,401-69.5% | $13,400-80.9% |