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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 | $2,801 | $114,013-97.5% | $103,693-97.3% | $155,188-98.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 30.88% | 49.31%-18.4pp | 47.61%-16.7pp | 148.84%-118.0pp |
| Employer contribution / active EE | $305 | $3,131-90.3% | $2,920-89.6% | $4,248-92.8% |
| Participant deferral / active EE | $717 | $4,970-85.6% | $4,579-84.3% | $6,531-89.0% |
| Admin fee / account holder | $5,203 | $8,407-38.1% | $7,858-33.8% | $14,480-64.1% |