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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 | $3,725 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 5.9% | 78.1%-72.2pp | 75.0%-69.2pp | 80.0%-74.1pp |
| Annual return | 14.89% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22 | $5,500-99.6% | $5,072-99.6% | $6,407-99.7% |
| Admin fee / account holder | $412 | $9,721-95.8% | $8,859-95.4% | $12,270-96.6% |