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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 | $12,030 | $232,540-94.8% | $185,117-93.5% | $147,585-91.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.58%-578.6pp |
| Employer contribution / active EE | $468 | $5,195-91.0% | $4,182-88.8% | $4,876-90.4% |
| Participant deferral / active EE | $508 | $5,834-91.3% | $5,045-89.9% | $5,439-90.7% |
| Admin fee / account holder | $2,721 | $10,275-73.5% | $8,159-66.7% | $10,886-75.0% |