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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 | $5,678 | $73,421-92.3% | $66,439-91.5% | $155,188-96.3% |
| Participation rate | 25.0% | 79.7%-54.7pp | 74.5%-49.5pp | 80.8%-55.8pp |
| Annual return | 8.27% | 1382.37%-1374.1pp | 757.66%-749.4pp | 148.84%-140.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $469 | $4,680-90.0% | $3,876-87.9% | $6,531-92.8% |
| Admin fee / account holder | $4,982 | $8,856-43.7% | $6,173-19.3% | $14,480-65.6% |