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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 | $577 | $90,530-99.4% | $76,030-99.2% | $145,897-99.6% |
| Participation rate | 36.4% | 74.4%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 8.34% | 625.08%-616.7pp | 361.54%-353.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $123 | $5,164-97.6% | $4,257-97.1% | $6,689-98.2% |
| Admin fee / account holder | $698 | $8,383-91.7% | $6,421-89.1% | $13,390-94.8% |