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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 | $4,364 | $197,819-97.8% | $155,789-97.2% | $125,389-96.5% |
| Participation rate | 18.2% | 82.1%-63.9pp | 76.1%-57.9pp | 83.2%-65.0pp |
| Annual return | 1.57% | 86.73%-85.2pp | 71.54%-70.0pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $654 | $5,631-88.4% | $4,798-86.4% | $5,352-87.8% |
| Admin fee / account holder | $18,896 | $9,544+98.0% | $7,477+152.7% | $9,541+98.0% |