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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 | $1,138 | $72,465-98.4% | $67,575-98.3% | $145,884-99.2% |
| Participation rate | 9.5% | 76.9%-67.4pp | 72.9%-63.4pp | 80.3%-70.8pp |
| Annual return | 10.96% | 7222.56%-7211.6pp | 3528.98%-3518.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14 | $4,786-99.7% | $4,003-99.7% | $6,690-99.8% |
| Admin fee / account holder | $3,250 | $5,515-41.1% | $3,993-18.6% | $13,392-75.7% |