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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 | $1,486 | $90,614-98.4% | $76,089-98.0% | $145,877-99.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 13.19% | 623.80%-610.6pp | 360.94%-347.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $253 | $5,168-95.1% | $4,259-94.1% | $6,691-96.2% |
| Admin fee / account holder | $669 | $8,376-92.0% | $6,418-89.6% | $13,402-95.0% |