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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 | $2,277 | $217,427-99.0% | $185,837-98.8% | $167,518-98.6% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 9.67% | 148.39%-138.7pp | 122.08%-112.4pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $69 | $6,357-98.9% | $5,568-98.8% | $6,342-98.9% |
| Admin fee / account holder | $1,455 | $19,816-92.7% | $16,241-91.0% | $12,312-88.2% |