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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 | $3,008 | $162,136-98.1% | $152,301-98.0% | $154,746-98.1% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 12.66% | 91.02%-78.4pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $4,456 | $4,890-8.9% | $4,624-3.6% | $4,379+1.8% |
| Participant deferral / active EE | $2,097 | $8,341-74.9% | $8,004-73.8% | $6,730-68.8% |
| Admin fee / account holder | $65,363 | $15,759+314.8% | $14,398+354.0% | $14,365+355.0% |