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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 | $729 | $166,268-99.6% | $165,100-99.6% | $145,897-99.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 24.52% | 100.52%-76.0pp | 70.21%-45.7pp | 552.29%-527.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $644 | $6,964-90.8% | $6,035-89.3% | $6,689-90.4% |
| Admin fee / account holder | $2,987 | $16,659-82.1% | $12,696-76.5% | $13,390-77.7% |