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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 | $282,059-92.6% | $213,469-90.3% | $154,746-86.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 15.51% | 20.90%-5.4pp | 20.58%-5.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,037 | $6,189-67.1% | $4,994-59.2% | $4,379-53.5% |
| Participant deferral / active EE | $2,084 | $8,186-74.5% | $6,841-69.5% | $6,730-69.0% |
| Admin fee / account holder | $5,009 | $37,435-86.6% | $27,141-81.5% | $14,365-65.1% |