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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 | $966 | $69,118-98.6% | $53,647-98.2% | $138,895-99.3% |
| Participation rate | 12.5% | 64.0%-51.5pp | 56.3%-43.8pp | 79.9%-67.4pp |
| Annual return | 24.97% | 248.26%-223.3pp | 358.33%-333.4pp | 145.39%-120.4pp |
| Employer contribution / active EE | $43 | $1,189-96.4% | $962-95.6% | $4,194-99.0% |
| Participant deferral / active EE | $43 | $2,274-98.1% | $1,813-97.7% | $6,396-99.3% |
| Admin fee / account holder | $770 | $2,724-71.7% | $2,460-68.7% | $12,562-93.9% |