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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 | $2,691 | $111,785-97.6% | $93,669-97.1% | $145,877-98.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 10.07% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $543 | $4,919-89.0% | $4,416-87.7% | $6,691-91.9% |
| Admin fee / account holder | $1,209 | $10,256-88.2% | $8,291-85.4% | $13,402-91.0% |