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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 | $3,671 | $68,097-94.6% | $62,929-94.2% | $137,256-97.3% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 17.03% | 1859.11%-1842.1pp | 1063.93%-1046.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $372 | $4,553-91.8% | $3,888-90.4% | $6,407-94.2% |
| Admin fee / account holder | $755 | $6,521-88.4% | $5,065-85.1% | $12,270-93.8% |