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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 | $138 | $76,519-99.8% | $56,025-99.8% | $145,897-99.9% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | 8.70% | 3017.03%-3008.3pp | 1712.69%-1704.0pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $186 | $2,624-92.9% | $1,955-90.5% | $6,689-97.2% |
| Admin fee / account holder | $985 | $3,331-70.4% | $2,828-65.2% | $13,390-92.6% |