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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 | $4 | $185,312-100.0% | $161,489-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 29.69% | 103.84%-74.2pp | 89.72%-60.0pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $885 | $6,350-86.1% | $5,630-84.3% | $6,730-86.9% |
| Admin fee / account holder | $1,110 | $18,654-94.0% | $16,006-93.1% | $14,365-92.3% |