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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 | $4,885 | $72,396-93.3% | $67,511-92.8% | $145,959-96.7% |
| Participation rate | 53.3% | 76.9%-23.5pp | 72.9%-19.6pp | 80.3%-27.0pp |
| Annual return | 16.57% | 7194.07%-7177.5pp | 3517.41%-3500.8pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,356 | $3,071-55.8% | $2,733-50.4% | $4,661-70.9% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $378 | $5,538-93.2% | $3,999-90.6% | $13,398-97.2% |