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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 | $17,607 | $160,059-89.0% | $140,019-87.4% | $135,379-87.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 1.02% | 911.44%-910.4pp | 651.15%-650.1pp | 519.79%-518.8pp |
| Employer contribution / active EE | $1,838 | $6,420-71.4% | $5,605-67.2% | $4,779-61.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $270,023 | $13,328+1926.0% | $10,705+2422.3% | $10,828+2393.8% |