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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 | $7,338 | $56,197-86.9% | $67,652-89.2% | $59,633-87.7% |
| Participation rate | 0.0% | 71.5%-71.5pp | 75.7%-75.7pp | 68.7%-68.7pp |
| Annual return | 19.00% | 18508.10%-18489.1pp | 6625.40%-6606.4pp | 2041.45%-2022.5pp |
| Employer contribution / active EE | $377 | $1,615-76.7% | $2,266-83.4% | $2,203-82.9% |
| Participant deferral / active EE | $441 | $2,844-84.5% | $3,560-87.6% | $3,192-86.2% |
| Admin fee / account holder | $3,432 | $3,958-13.3% | $4,821-28.8% | $4,297-20.1% |