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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 | $2,168 | $183,978-98.8% | $162,171-98.7% | $152,885-98.6% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 23.50% | 150.78%-127.3pp | 115.60%-92.1pp | 345.39%-321.9pp |
| Employer contribution / active EE | $1,940 | $6,370-69.5% | $5,613-65.4% | $4,763-59.3% |
| Participant deferral / active EE | $1,940 | $8,033-75.8% | $7,297-73.4% | $5,851-66.8% |
| Admin fee / account holder | $4,456 | $13,122-66.0% | $10,843-58.9% | $11,598-61.6% |