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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 | $603 | $175,231-99.7% | $149,696-99.6% | $139,466-99.6% |
| Participation rate | 9.1% | 83.4%-74.3pp | 78.8%-69.7pp | 80.3%-71.2pp |
| Annual return | 13.04% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $39 | $6,521-99.4% | $5,682-99.3% | $6,712-99.4% |
| Admin fee / account holder | $433 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |