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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 | $3,489 | $166,131-97.9% | $164,975-97.9% | $145,877-97.6% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 14.99% | 100.37%-85.4pp | 70.12%-55.1pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $590 | $6,962-91.5% | $6,033-90.2% | $6,691-91.2% |
| Admin fee / account holder | $13,033 | $16,648-21.7% | $12,688+2.7% | $13,402-2.8% |