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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 | $443 | $95,415-99.5% | $185,851-99.8% | $85,851-99.5% |
| Participation rate | 51.5% | 68.8%-17.3pp | 81.7%-30.2pp | 69.3%-17.9pp |
| Annual return | 13.11% | 23.59%-10.5pp | 122.11%-109.0pp | 318.63%-305.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $219 | $3,424-93.6% | $5,569-96.1% | $3,952-94.5% |
| Admin fee / account holder | $317 | $7,215-95.6% | $16,245-98.0% | $6,261-94.9% |