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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 | $4,778 | $60,139-92.1% | $90,461-94.7% | $79,856-94.0% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 17.44% | 71.96%-54.5pp | 1294.76%-1277.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $721 | $2,939-75.5% | $3,964-81.8% | $3,741-80.7% |
| Admin fee / account holder | $313 | $3,978-92.1% | $5,617-94.4% | $5,306-94.1% |