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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 | $28,093 | $140,592-80.0% | $123,105-77.2% | $125,389-77.6% |
| Participation rate | 0.0% | 88.2%-88.2pp | 86.8%-86.8pp | 83.2%-83.2pp |
| Annual return | 0.59% | 16.80%-16.2pp | 13.22%-12.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $525 | $6,980-92.5% | $6,229-91.6% | $5,352-90.2% |
| Admin fee / account holder | $11,670 | $11,198+4.2% | $9,014+29.5% | $9,541+22.3% |