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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 | $694 | $102,938-99.3% | $94,105-99.3% | $138,895-99.5% |
| Participation rate | 38.5% | 74.6%-36.2pp | 71.9%-33.5pp | 79.9%-41.5pp |
| Annual return | 17.87% | 250.28%-232.4pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $383 | $4,196-90.9% | $3,881-90.1% | $6,396-94.0% |
| Admin fee / account holder | $305 | $6,600-95.4% | $6,199-95.1% | $12,562-97.6% |