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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 | $16,984 | $157,829-89.2% | $136,867-87.6% | $198,609-91.4% |
| Participation rate | 0.0% | 77.2%-77.2pp | 74.5%-74.5pp | 82.4%-82.4pp |
| Annual return | 12.22% | 51.25%-39.0pp | 42.97%-30.7pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,275 | $3,923-67.5% | $3,547-64.1% | $5,055-74.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,568 | $11,107-85.9% | $10,340-84.8% | $19,030-91.8% |