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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 | $1,450 | $100,911-98.6% | $90,440-98.4% | $158,966-99.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 11.57% | 1726.62%-1715.0pp | 1294.38%-1282.8pp | 302.95%-291.4pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $282 | $4,348-93.5% | $3,964-92.9% | $5,983-95.3% |
| Admin fee / account holder | $589 | $6,507-90.9% | $5,615-89.5% | $11,250-94.8% |