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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 | $5,251 | $180,459-97.1% | $154,108-96.6% | $135,380-96.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -6.62% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,657 | $6,035-56.0% | $5,298-49.8% | $4,779-44.4% |
| Participant deferral / active EE | $1,824 | $5,806-68.6% | $5,081-64.1% | $5,609-67.5% |
| Admin fee / account holder | $16,467 | $16,145+2.0% | $13,411+22.8% | $10,828+52.1% |