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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 | $831 | $180,749-99.5% | $160,784-99.5% | $137,256-99.4% |
| Participation rate | 47.1% | 80.0%-32.9pp | 77.0%-29.9pp | 80.0%-32.9pp |
| Annual return | 10.82% | 2234.46%-2223.6pp | 1803.92%-1793.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $259 | $6,844-96.2% | $6,293-95.9% | $6,407-96.0% |
| Admin fee / account holder | $904 | $10,397-91.3% | $9,717-90.7% | $12,270-92.6% |