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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 | $2,302 | $166,242-98.6% | $165,071-98.6% | $145,884-98.4% |
| Participation rate | 18.2% | 82.0%-63.8pp | 78.6%-60.4pp | 80.3%-62.1pp |
| Annual return | 10.89% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $367 | $6,964-94.7% | $6,035-93.9% | $6,690-94.5% |
| Admin fee / account holder | $690 | $16,658-95.9% | $12,695-94.6% | $13,392-94.9% |