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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 | $4,622 | $228,395-98.0% | $185,861-97.5% | $158,982-97.1% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 6.55% | 40.82%-34.3pp | 35.96%-29.4pp | 302.99%-296.4pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $51 | $6,417-99.2% | $5,634-99.1% | $5,983-99.2% |
| Admin fee / account holder | $3,267 | $11,869-72.5% | $9,503-65.6% | $11,252-71.0% |