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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 | $768 | $68,097-98.9% | $62,929-98.8% | $137,256-99.4% |
| Participation rate | 58.3% | 77.4%-19.1pp | 73.1%-14.8pp | 80.0%-21.6pp |
| Annual return | 22.33% | 1859.11%-1836.8pp | 1063.93%-1041.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $776 | $4,553-83.0% | $3,888-80.1% | $6,407-87.9% |
| Admin fee / account holder | $2,278 | $6,521-65.1% | $5,065-55.0% | $12,270-81.4% |