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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 | $2,606 | $110,551-97.6% | $80,741-96.8% | $167,518-98.4% |
| Participation rate | 7.7% | 64.0%-56.3pp | 54.2%-46.5pp | 82.1%-74.4pp |
| Annual return | 13.60% | 120.57%-107.0pp | 87.30%-73.7pp | 478.71%-465.1pp |
| Employer contribution / active EE | $11 | $1,543-99.3% | $1,160-99.1% | $4,838-99.8% |
| Participant deferral / active EE | $11 | $2,870-99.6% | $2,145-99.5% | $6,342-99.8% |
| Admin fee / account holder | $303 | $4,547-93.3% | $3,380-91.0% | $12,312-97.5% |