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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 | $12,968 | $223,823-94.2% | $211,142-93.9% | $154,746-91.6% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 14.36% | 50.39%-36.0pp | 46.84%-32.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,000 | $9,750-89.7% | $9,284-89.2% | $6,730-85.1% |
| Admin fee / account holder | $14,527 | $19,707-26.3% | $19,076-23.8% | $14,365+1.1% |