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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 | $4,183 | $57,305-92.7% | $86,640-95.2% | $75,173-94.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 16.38% | 2674.24%-2657.9pp | 592.52%-576.1pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $656 | $3,320-80.2% | $4,438-85.2% | $4,126-84.1% |
| Admin fee / account holder | $300 | $4,116-92.7% | $5,616-94.7% | $5,651-94.7% |