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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 | $15,694 | $87,059-82.0% | $105,608-85.1% | $80,925-80.6% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.7%-67.7pp |
| Annual return | 80.39% | 17.05%+63.3pp | 116.50%-36.1pp | 35.65%+44.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $901 | $3,986-77.4% | $5,010-82.0% | $4,299-79.0% |
| Admin fee / account holder | $19,507 | $8,443+131.0% | $11,028+76.9% | $6,940+181.1% |