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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 | $2,845 | $100,938-97.2% | $90,461-96.9% | $158,982-98.2% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.7%-62.7pp | 82.0%-72.0pp |
| Annual return | 17.44% | 1727.20%-1709.8pp | 1294.76%-1277.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $266 | $3,691-92.8% | $3,264-91.9% | $4,763-94.4% |
| Participant deferral / active EE | $592 | $4,350-86.4% | $3,964-85.1% | $5,983-90.1% |
| Admin fee / account holder | $2,660 | $6,510-59.1% | $5,617-52.6% | $11,252-76.4% |