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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 | $1,647 | $160,040-99.0% | $147,096-98.9% | $145,877-98.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 29.51% | 98.49%-69.0pp | 419.75%-390.2pp | 551.28%-521.8pp |
| Employer contribution / active EE | $9,000 | $5,289+70.2% | $4,936+82.3% | $4,663+93.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $861,924 | $15,050+5627.1% | $13,005+6527.5% | $13,402+6331.2% |