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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 | $3,604 | $154,193-97.7% | $130,045-97.2% | $139,466-97.4% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 44.40% | 32.51%+11.9pp | -137.30%+181.7pp | 373.66%-329.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $950 | $6,709-85.8% | $5,820-83.7% | $6,712-85.8% |
| Admin fee / account holder | $319 | $13,989-97.7% | $10,600-97.0% | $11,409-97.2% |