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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 | $5,647 | $73,518-92.3% | $63,005-91.0% | $147,585-96.2% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.8%-54.8pp | 82.8%-62.8pp |
| Annual return | 15.09% | 175.46%-160.4pp | 87.59%-72.5pp | 578.58%-563.5pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $64 | $4,183-98.5% | $3,329-98.1% | $5,439-98.8% |
| Admin fee / account holder | $3,552 | $5,952-40.3% | $3,599-1.3% | $10,886-67.4% |