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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 | $325 | $67,823-99.5% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 47.6% | 63.9%-16.3pp | 55.6%-8.0pp | 80.0%-32.3pp |
| Annual return | 11.32% | 219.11%-207.8pp | 302.12%-290.8pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $72 | $2,288-96.9% | $1,790-96.0% | $6,407-98.9% |
| Admin fee / account holder | $359 | $2,844-87.4% | $2,495-85.6% | $12,270-97.1% |