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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 | $4,505 | $58,391-92.3% | $76,657-94.1% | $72,975-93.8% |
| Participation rate | 10.4% | 67.4%-57.0pp | 72.1%-61.7pp | 69.5%-59.1pp |
| Annual return | 26.59% | 2306.65%-2280.1pp | 1166.74%-1140.2pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $301 | $2,690-88.8% | $3,335-91.0% | $3,608-91.6% |
| Admin fee / account holder | $1,214 | $4,014-69.8% | $6,423-81.1% | $5,124-76.3% |