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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 | $734 | $100,262-99.3% | $81,370-99.1% | $145,897-99.5% |
| Participation rate | 44.4% | 74.3%-29.8pp | 69.5%-25.1pp | 80.3%-35.9pp |
| Annual return | 7.63% | 34.52%-26.9pp | 24.85%-17.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $478 | $4,612-89.6% | $3,885-87.7% | $6,689-92.9% |
| Admin fee / account holder | $346 | $8,163-95.8% | $5,749-94.0% | $13,390-97.4% |