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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 | $13,640 | $226,090-94.0% | $182,531-92.5% | $152,885-91.1% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 19.42% | 192.57%-173.2pp | 148.57%-129.2pp | 345.39%-326.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $600 | $6,369-90.6% | $5,525-89.1% | $5,851-89.7% |
| Admin fee / account holder | $20,174 | $10,705+88.5% | $8,593+134.8% | $11,598+73.9% |