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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 | $22,881 | $198,461-88.5% | $170,436-86.6% | $147,585-84.5% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 43.86% | 257.30%-213.4pp | 205.94%-162.1pp | 578.57%-534.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,791 | $5,629-68.2% | $4,939-63.7% | $5,439-67.1% |
| Admin fee / account holder | $332 | $16,852-98.0% | $13,880-97.6% | $10,885-97.0% |