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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 | $5,946 | $160,059-96.3% | $140,019-95.8% | $135,380-95.6% |
| Participation rate | 39.1% | 88.5%-49.4pp | 87.5%-48.4pp | 82.6%-43.5pp |
| Annual return | -0.49% | 911.48%-912.0pp | 651.17%-651.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $278 | $7,641-96.4% | $6,927-96.0% | $5,609-95.0% |
| Admin fee / account holder | $21,897 | $13,328+64.3% | $10,705+104.5% | $10,828+102.2% |