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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 | $2,643 | $160,040-98.3% | $147,096-98.2% | $145,877-98.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.10% | 98.49%-82.4pp | 419.75%-403.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,867 | $5,289-64.7% | $4,936-62.2% | $4,663-60.0% |
| Participant deferral / active EE | $2,227 | $8,429-73.6% | $8,071-72.4% | $6,691-66.7% |
| Admin fee / account holder | $1,399 | $15,050-90.7% | $13,005-89.2% | $13,402-89.6% |