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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 | $2,235 | $197,819-98.9% | $155,789-98.6% | $125,389-98.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | 4.69% | 86.73%-82.0pp | 71.54%-66.8pp | 282.24%-277.6pp |
| Employer contribution / active EE | $568 | $4,850-88.3% | $3,839-85.2% | $4,866-88.3% |
| Participant deferral / active EE | $588 | $5,631-89.6% | $4,798-87.7% | $5,352-89.0% |
| Admin fee / account holder | $10,760 | $9,544+12.7% | $7,477+43.9% | $9,541+12.8% |