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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 | $12,915 | $93,345-86.2% | $119,126-89.2% | $87,485-85.2% |
| Participation rate | 0.0% | 68.7%-68.7pp | 75.8%-75.8pp | 68.9%-68.9pp |
| Annual return | 13.74% | 19.08%-5.3pp | 282.11%-268.4pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $232 | $4,099-94.3% | $5,318-95.6% | $4,274-94.6% |
| Admin fee / account holder | $1,713 | $8,039-78.7% | $10,693-84.0% | $7,775-78.0% |