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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 | $1,720 | $100,073-98.3% | $85,126-98.0% | $145,877-98.8% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 13.18% | 84.11%-70.9pp | 66.63%-53.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $461 | $5,294-91.3% | $4,523-89.8% | $6,691-93.1% |
| Admin fee / account holder | $683 | $7,261-90.6% | $6,160-88.9% | $13,402-94.9% |