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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 | $166,131-99.6% | $164,975-99.6% | $145,877-99.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 24.52% | 100.37%-75.8pp | 70.12%-45.6pp | 551.28%-526.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $644 | $6,962-90.8% | $6,033-89.3% | $6,691-90.4% |
| Admin fee / account holder | $2,987 | $16,648-82.1% | $12,688-76.5% | $13,402-77.7% |