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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 | $3,925 | $119,143-96.7% | $88,632-95.6% | $152,909-97.4% |
| Participation rate | 6.7% | 73.4%-66.8pp | 68.8%-62.1pp | 82.5%-75.8pp |
| Annual return | 14.76% | 48.12%-33.4pp | 43.75%-29.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $39 | $3,555-98.9% | $2,917-98.7% | $5,851-99.3% |
| Admin fee / account holder | $3,159 | $5,875-46.2% | $4,308-26.7% | $11,601-72.8% |