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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 | $1,392 | $97,125-98.6% | $86,233-98.4% | $137,256-99.0% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.0%-4.0pp | 80.0%-15.0pp |
| Annual return | 24.15% | 74.19%-50.0pp | 61.39%-37.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $214 | $5,180-95.9% | $4,559-95.3% | $6,407-96.7% |
| Admin fee / account holder | $325 | $9,725-96.7% | $8,342-96.1% | $12,270-97.4% |