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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 | $975 | $67,823-98.6% | $52,425-98.1% | $137,256-99.3% |
| Participation rate | 12.5% | 63.9%-51.4pp | 55.6%-43.1pp | 80.0%-67.5pp |
| Annual return | 15.86% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5 | $1,163-99.6% | $914-99.5% | $4,156-99.9% |
| Participant deferral / active EE | $17 | $2,288-99.2% | $1,790-99.0% | $6,407-99.7% |
| Admin fee / account holder | $307 | $2,844-89.2% | $2,495-87.7% | $12,270-97.5% |