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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 | $201 | $228,352-99.9% | $185,835-99.9% | $158,966-99.9% |
| Participation rate | 16.7% | 82.3%-65.6pp | 78.0%-61.4pp | 82.0%-65.3pp |
| Annual return | 12.53% | 40.81%-28.3pp | 35.96%-23.4pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $325 | $6,416-94.9% | $5,633-94.2% | $5,983-94.6% |
| Admin fee / account holder | $13,637 | $11,867+14.9% | $9,502+43.5% | $11,250+21.2% |