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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 | $872 | $129,737-99.3% | $119,126-99.3% | $154,746-99.4% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 32.82% | 379.08%-346.3pp | 282.11%-249.3pp | 172.34%-139.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,361 | $5,842-76.7% | $5,318-74.4% | $6,730-79.8% |
| Admin fee / account holder | $466 | $11,961-96.1% | $10,693-95.6% | $14,365-96.8% |