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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 | $1,710 | $81,696-97.9% | $70,494-97.6% | $158,982-98.9% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.1%-17.2pp | 82.0%-24.1pp |
| Annual return | 21.68% | 208.70%-187.0pp | 109.16%-87.5pp | 302.99%-281.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $751 | $4,558-83.5% | $3,711-79.8% | $5,983-87.5% |
| Admin fee / account holder | $723 | $6,200-88.3% | $3,848-81.2% | $11,252-93.6% |