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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 | $20,756 | $239,571-91.3% | $183,328-88.7% | $137,256-84.9% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 80.0%-80.0pp |
| Annual return | 15.51% | 35.69%-20.2pp | 29.67%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,037 | $6,148-66.9% | $5,055-59.7% | $4,156-51.0% |
| Participant deferral / active EE | $2,084 | $7,995-73.9% | $6,795-69.3% | $6,407-67.5% |
| Admin fee / account holder | $5,009 | $30,059-83.3% | $21,427-76.6% | $12,270-59.2% |