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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 | $482 | $105,929-99.5% | $81,926-99.4% | $158,950-99.7% |
| Participation rate | 9.1% | 75.6%-66.5pp | 72.0%-62.9pp | 82.0%-72.9pp |
| Annual return | 61.93% | 38.19%+23.7pp | 29.49%+32.4pp | 302.91%-241.0pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $86 | $13,007-99.3% | $7,108-98.8% | $5,983-98.6% |
| Admin fee / account holder | $393 | $8,492-95.4% | $5,159-92.4% | $11,248-96.5% |