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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 | $0 | $185,312-100.0% | $161,489-100.0% | $154,746-100.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.59% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,489 | $4,769-68.8% | $4,268-65.1% | $4,379-66.0% |
| Participant deferral / active EE | $180 | $6,350-97.2% | $5,630-96.8% | $6,730-97.3% |
| Admin fee / account holder | $517,235 | $18,654+2672.7% | $16,006+3131.6% | $14,365+3500.6% |