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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 | $1,778 | $162,529-98.9% | $130,788-98.6% | $154,746-98.9% |
| Participation rate | 22.2% | 75.9%-53.6pp | 70.1%-47.9pp | 80.7%-58.5pp |
| Annual return | 9.17% | 510.48%-501.3pp | 386.44%-377.3pp | 172.34%-163.2pp |
| Employer contribution / active EE | $33 | $4,447-99.3% | $3,558-99.1% | $4,379-99.2% |
| Participant deferral / active EE | $27 | $4,808-99.4% | $4,137-99.3% | $6,730-99.6% |
| Admin fee / account holder | $305 | $7,669-96.0% | $6,673-95.4% | $14,365-97.9% |