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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 | $21,602 | $209,422-89.7% | $178,503-87.9% | $158,982-86.4% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 10.44% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,406 | $5,955-76.4% | $5,202-73.0% | $5,983-76.5% |
| Admin fee / account holder | $552 | $17,079-96.8% | $13,987-96.1% | $11,252-95.1% |