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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 | $2,492 | $91,167-97.3% | $178,498-98.6% | $79,858-96.9% |
| Participation rate | 11.1% | 69.2%-58.1pp | 81.9%-70.8pp | 69.6%-58.5pp |
| Annual return | 33.37% | 24.19%+9.2pp | 151.09%-117.7pp | 31.72%+1.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $377 | $3,236-88.3% | $5,202-92.8% | $3,740-89.9% |
| Admin fee / account holder | $538 | $6,747-92.0% | $13,985-96.2% | $5,306-89.9% |