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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 | $9,227 | $108,911-91.5% | $100,392-90.8% | $145,884-93.7% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 11.23% | 58.23%-47.0pp | 49.45%-38.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $765 | $4,420-82.7% | $3,941-80.6% | $4,662-83.6% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,928 | $9,698+2.4% | $7,904+25.6% | $13,392-25.9% |