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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 | $1,933 | $72,465-97.3% | $67,575-97.1% | $145,884-98.7% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.8pp | 80.3%-17.1pp |
| Annual return | 13.56% | 7222.56%-7209.0pp | 3528.98%-3515.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $556 | $4,786-88.4% | $4,003-86.1% | $6,690-91.7% |
| Admin fee / account holder | $963 | $5,515-82.5% | $3,993-75.9% | $13,392-92.8% |