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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 | $5,408 | $181,062-97.0% | $158,223-96.6% | $155,188-96.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 19.94% | 57.39%-37.4pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $288 | $6,134-95.3% | $5,467-94.7% | $6,531-95.6% |
| Admin fee / account holder | $4,102 | $18,825-78.2% | $16,047-74.4% | $14,480-71.7% |