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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 | $8,205 | $201,344-95.9% | $184,243-95.5% | $145,877-94.4% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 15.10% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,661 | $7,022-76.3% | $6,427-74.2% | $4,663-64.4% |
| Participant deferral / active EE | $2,105 | $9,807-78.5% | $9,132-77.0% | $6,691-68.5% |
| Admin fee / account holder | $28,988 | $16,382+77.0% | $13,914+108.3% | $13,402+116.3% |