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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 | $3,345 | $215,361-98.4% | $171,082-98.0% | $273,972-98.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 4.37% | 25.14%-20.8pp | 32.56%-28.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $16 | $5,543-99.7% | $4,797-99.7% | $5,287-99.7% |
| Admin fee / account holder | $1,541 | $10,846-85.8% | $8,520-81.9% | $10,133-84.8% |