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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 | $407,956-94.9% | $299,830-93.1% | $198,609-89.5% |
| Participation rate | 0.0% | 83.3%-83.3pp | 78.5%-78.5pp | 82.4%-82.4pp |
| Annual return | 15.51% | 6.66%+8.8pp | 10.58%+4.9pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,037 | $7,661-73.4% | $5,842-65.1% | $5,055-59.7% |
| Participant deferral / active EE | $2,084 | $8,628-75.8% | $7,038-70.4% | $6,977-70.1% |
| Admin fee / account holder | $5,009 | $73,031-93.1% | $50,982-90.2% | $19,030-73.7% |