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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 | $974 | $101,063-99.0% | $81,473-98.8% | $147,586-99.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 10.87% | 32.41%-21.5pp | 38.78%-27.9pp | 578.59%-567.7pp |
| Employer contribution / active EE | $238 | $3,206-92.6% | $2,568-90.7% | $4,876-95.1% |
| Participant deferral / active EE | $238 | $4,242-94.4% | $3,537-93.3% | $5,439-95.6% |
| Admin fee / account holder | $167,467 | $5,812+2781.2% | $4,561+3571.5% | $10,886+1438.4% |