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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 | $2,560 | $65,423-96.1% | $98,477-97.4% | $85,856-97.0% |
| Participation rate | 32.3% | 65.0%-32.7pp | 73.3%-41.1pp | 69.3%-37.1pp |
| Annual return | 13.28% | 21.76%-8.5pp | 1493.59%-1480.3pp | 318.58%-305.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $672 | $3,167-78.8% | $4,276-84.3% | $3,952-83.0% |
| Admin fee / account holder | $475 | $4,594-89.7% | $5,951-92.0% | $6,261-92.4% |