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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 | $3,629 | $100,901-96.4% | $75,501-95.2% | $147,586-97.5% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.4%-72.4pp | 82.8%-82.8pp |
| Annual return | 7.71% | 35.78%-28.1pp | 27.35%-19.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $235 | $3,253-92.8% | $2,352-90.0% | $4,876-95.2% |
| Participant deferral / active EE | $381 | $4,027-90.5% | $3,142-87.9% | $5,439-93.0% |
| Admin fee / account holder | $9,891 | $11,285-12.4% | $5,801+70.5% | $10,886-9.1% |