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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 | $1,451 | $110,039-98.7% | $97,260-98.5% | $145,884-99.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 13.64% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $186 | $4,674-96.0% | $4,262-95.6% | $6,690-97.2% |
| Admin fee / account holder | $380 | $6,204-93.9% | $5,640-93.3% | $13,392-97.2% |