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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 | $21,966 | $167,415-86.9% | $140,514-84.4% | $198,609-88.9% |
| Participation rate | 0.0% | 80.9%-80.9pp | 77.8%-77.8pp | 82.4%-82.4pp |
| Annual return | 3.13% | 13.85%-10.7pp | 14.36%-11.2pp | 202.70%-199.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $474 | $5,579-91.5% | $4,919-90.4% | $6,977-93.2% |
| Admin fee / account holder | $62,545 | $16,730+273.8% | $13,697+356.6% | $19,030+228.7% |