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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 | $5,030 | $100,868-95.0% | $90,414-94.4% | $158,931-96.8% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 10.19% | 1724.58%-1714.4pp | 1293.19%-1283.0pp | 302.86%-292.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $346 | $4,348-92.1% | $3,963-91.3% | $5,982-94.2% |
| Admin fee / account holder | $319 | $6,502-95.1% | $5,611-94.3% | $11,247-97.2% |