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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 | $753 | $70,366-98.9% | $66,674-98.9% | $138,895-99.5% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.7%-38.4pp | 79.9%-44.6pp |
| Annual return | 39.44% | 386.41%-347.0pp | 321.24%-281.8pp | 145.39%-106.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $318 | $4,374-92.7% | $4,084-92.2% | $6,396-95.0% |
| Admin fee / account holder | $312 | $5,262-94.1% | $5,098-93.9% | $12,562-97.5% |