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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 | $17,921 | $181,896-90.1% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 4.42% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,296 | $5,550-76.7% | $4,871-73.4% | $5,287-75.5% |
| Admin fee / account holder | $4,040 | $15,560-74.0% | $13,028-69.0% | $10,133-60.1% |