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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 | $1,995 | $111,830-98.2% | $93,696-97.9% | $145,884-98.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 10.96% | 204.08%-193.1pp | 133.74%-122.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $638 | $4,920-87.0% | $4,417-85.6% | $6,690-90.5% |
| Admin fee / account holder | $867 | $10,249-91.5% | $8,287-89.5% | $13,392-93.5% |