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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 | $11,237 | $160,059-93.0% | $140,019-92.0% | $135,380-91.7% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -0.80% | 911.48%-912.3pp | 651.17%-652.0pp | 519.81%-520.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $799 | $7,641-89.5% | $6,927-88.5% | $5,609-85.8% |
| Admin fee / account holder | $17,814 | $13,328+33.7% | $10,705+66.4% | $10,828+64.5% |