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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 | $13,813 | $201,344-93.1% | $184,243-92.5% | $145,877-90.5% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 17.41% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,500 | $9,807-84.7% | $9,132-83.6% | $6,691-77.6% |
| Admin fee / account holder | $984 | $16,382-94.0% | $13,914-92.9% | $13,402-92.7% |