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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 | $305 | $100,805-99.7% | $86,698-99.6% | $134,532-99.8% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -9.86% | 29.09%-38.9pp | 35.95%-45.8pp | 418.27%-428.1pp |
| Employer contribution / active EE | $1,754 | $3,490-49.7% | $2,837-38.2% | $4,741-63.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,111 | $10,925-80.7% | $7,493-71.8% | $11,429-81.5% |