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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 | $835 | $111,535-99.3% | $105,223-99.2% | $137,256-99.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 11.80% | 237.85%-226.1pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $183 | $5,500-96.7% | $5,072-96.4% | $6,407-97.1% |
| Admin fee / account holder | $413 | $9,721-95.7% | $8,859-95.3% | $12,270-96.6% |