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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 | $1,814 | $111,535-98.4% | $105,223-98.3% | $137,256-98.7% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 12.82% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $774 | $5,500-85.9% | $5,072-84.7% | $6,407-87.9% |
| Admin fee / account holder | $824 | $9,721-91.5% | $8,859-90.7% | $12,270-93.3% |