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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 | $5,030 | $97,020-94.8% | $83,322-94.0% | $135,379-96.3% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -6.62% | 12.31%-18.9pp | 10.64%-17.3pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $778 | $5,964-86.9% | $5,565-86.0% | $5,609-86.1% |
| Admin fee / account holder | $11,353 | $8,426+34.7% | $7,540+50.6% | $10,828+4.8% |