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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 | $670 | $72,071-99.1% | $68,368-99.0% | $137,256-99.5% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 21.21% | 353.14%-331.9pp | 292.57%-271.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $443 | $4,410-90.0% | $4,123-89.3% | $6,407-93.1% |
| Admin fee / account holder | $919 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |