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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 | $23,051 | $144,130-84.0% | $117,861-80.4% | $147,586-84.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 8.88% | 531.20%-522.3pp | 335.11%-326.2pp | 578.59%-569.7pp |
| Employer contribution / active EE | $6,450 | $4,897+31.7% | $3,786+70.3% | $4,876+32.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,152 | $10,887-80.2% | $8,021-73.2% | $10,886-80.2% |