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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 | $10,097 | $108,825-90.7% | $156,181-93.5% | $82,448-87.8% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 32.79% | 20.59%+12.2pp | 64.87%-32.1pp | 41.64%-8.8pp |
| Employer contribution / active EE | $1,533 | $2,870-46.6% | $4,294-64.3% | $2,551-39.9% |
| Participant deferral / active EE | $1,681 | $4,577-63.3% | $6,132-72.6% | $4,139-59.4% |
| Admin fee / account holder | $526 | $9,341-94.4% | $14,586-96.4% | $7,234-92.7% |