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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 | $2,915 | $72,465-96.0% | $67,575-95.7% | $145,884-98.0% |
| Participation rate | 26.7% | 76.9%-50.2pp | 72.9%-46.2pp | 80.3%-53.6pp |
| Annual return | 18.04% | 7222.56%-7204.5pp | 3528.98%-3510.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $392 | $4,786-91.8% | $4,003-90.2% | $6,690-94.1% |
| Admin fee / account holder | $478 | $5,515-91.3% | $3,993-88.0% | $13,392-96.4% |