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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 | $1,547 | $72,071-97.9% | $68,368-97.7% | $137,256-98.9% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.0%-18.8pp |
| Annual return | 13.82% | 353.14%-339.3pp | 292.57%-278.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $515 | $4,410-88.3% | $4,123-87.5% | $6,407-92.0% |
| Admin fee / account holder | $965 | $5,336-81.9% | $5,150-81.3% | $12,270-92.1% |