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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 | $8,109 | $99,079-91.8% | $78,002-89.6% | $273,972-97.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 4.28% | 217.93%-213.6pp | 425.99%-421.7pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $292 | $4,306-93.2% | $3,497-91.7% | $5,287-94.5% |
| Admin fee / account holder | $909 | $8,954-89.8% | $5,481-83.4% | $10,133-91.0% |