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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 | $8,016 | $127,387-93.7% | $115,038-93.0% | $125,389-93.6% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -0.78% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,737 | $6,423-73.0% | $6,026-71.2% | $5,352-67.5% |
| Admin fee / account holder | $8,325 | $9,516-12.5% | $8,175+1.8% | $9,541-12.7% |