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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 | $11,929 | $158,393-92.5% | $143,412-91.7% | $155,188-92.3% |
| Participation rate | 0.0% | 79.7%-79.7pp | 78.5%-78.5pp | 80.8%-80.8pp |
| Annual return | 19.49% | 324.22%-304.7pp | 256.99%-237.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $55 | $3,911-98.6% | $3,748-98.5% | $4,248-98.7% |
| Participant deferral / active EE | $110 | $7,193-98.5% | $6,816-98.4% | $6,531-98.3% |
| Admin fee / account holder | $672 | $12,964-94.8% | $11,396-94.1% | $14,480-95.4% |