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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 | $2,169 | $72,446-97.0% | $67,561-96.8% | $145,877-98.5% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 21.22% | 7211.98%-7190.8pp | 3525.44%-3504.2pp | 551.28%-530.1pp |
| Employer contribution / active EE | $369 | $3,072-88.0% | $2,735-86.5% | $4,663-92.1% |
| Participant deferral / active EE | $422 | $4,785-91.2% | $4,003-89.4% | $6,691-93.7% |
| Admin fee / account holder | $1,588 | $5,541-71.3% | $4,006-60.4% | $13,402-88.2% |