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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 | $16,731 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 18.34% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,697 | $4,890-65.3% | $4,624-63.3% | $4,379-61.2% |
| Participant deferral / active EE | $1,697 | $8,341-79.7% | $8,004-78.8% | $6,730-74.8% |
| Admin fee / account holder | $28,041 | $15,759+77.9% | $14,398+94.8% | $14,365+95.2% |