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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 | $900 | $168,636-99.5% | $147,618-99.4% | $125,388-99.3% |
| Participation rate | 14.3% | 88.8%-74.5pp | 84.6%-70.3pp | 83.2%-68.9pp |
| Annual return | -1.69% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $176 | $5,507-96.8% | $4,895-96.4% | $5,352-96.7% |
| Admin fee / account holder | $4,504 | $13,580-66.8% | $11,612-61.2% | $9,541-52.8% |