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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 | $1,838 | $109,372-98.3% | $89,414-97.9% | $158,966-98.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 10.78% | 345.55%-334.8pp | 245.50%-234.7pp | 302.95%-292.2pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $553 | $4,598-88.0% | $3,890-85.8% | $5,983-90.8% |
| Admin fee / account holder | $397 | $6,156-93.6% | $4,883-91.9% | $11,250-96.5% |