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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 | $367 | $138,075-99.7% | $123,552-99.7% | $135,379-99.7% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 2.92% | 153.70%-150.8pp | 119.20%-116.3pp | 519.79%-516.9pp |
| Employer contribution / active EE | $4,043 | $5,152-21.5% | $4,628-12.6% | $4,779-15.4% |
| Participant deferral / active EE | $1,094 | $6,800-83.9% | $6,426-83.0% | $5,609-80.5% |
| Admin fee / account holder | $66,172 | $10,917+506.1% | $9,285+612.7% | $10,828+511.1% |