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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 | $6,033 | $63,346-90.5% | $92,240-93.5% | $70,126-91.4% |
| Participation rate | 34.1% | 68.7%-34.5pp | 76.5%-42.3pp | 69.5%-35.4pp |
| Annual return | 39.55% | 530.19%-490.6pp | 176.29%-136.7pp | 73.15%-33.6pp |
| Employer contribution / active EE | $2,109 | $2,471-14.7% | $3,680-42.7% | $2,343-10.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $552 | $3,841-85.6% | $5,194-89.4% | $4,645-88.1% |