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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 | $4,269 | $57,305-92.6% | $86,640-95.1% | $75,173-94.3% |
| Participation rate | 32.0% | 63.2%-31.2pp | 71.7%-39.7pp | 67.2%-35.2pp |
| Annual return | 18.52% | 2674.24%-2655.7pp | 592.52%-574.0pp | 160.72%-142.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $780 | $3,320-76.5% | $4,438-82.4% | $4,126-81.1% |
| Admin fee / account holder | $396 | $4,116-90.4% | $5,616-92.9% | $5,651-93.0% |