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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 | $2,054 | $132,634-98.5% | $115,768-98.2% | $137,256-98.5% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.4%-52.2pp | 80.0%-57.7pp |
| Annual return | 17.09% | 160.70%-143.6pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $277 | $5,619-95.1% | $4,917-94.4% | $6,407-95.7% |
| Admin fee / account holder | $433 | $15,028-97.1% | $12,439-96.5% | $12,270-96.5% |