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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 | $2,245 | $118,708-98.1% | $98,920-97.7% | $158,982-98.6% |
| Participation rate | 26.7% | 77.8%-51.2pp | 76.0%-49.4pp | 82.0%-55.3pp |
| Annual return | 16.27% | 372.49%-356.2pp | 196.47%-180.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $170 | $5,089-96.7% | $4,245-96.0% | $5,983-97.2% |
| Admin fee / account holder | $597 | $10,134-94.1% | $6,643-91.0% | $11,252-94.7% |