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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 | $154,228-98.0% | $145,433-97.9% | $137,256-97.8% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 12.66% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,456 | $4,804-7.2% | $4,554-2.2% | $4,156+7.2% |
| Participant deferral / active EE | $2,097 | $8,216-74.5% | $7,897-73.5% | $6,407-67.3% |
| Admin fee / account holder | $65,363 | $14,344+355.7% | $13,129+397.9% | $12,270+432.7% |