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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 | $2,509 | $171,867-98.5% | $149,716-98.3% | $147,585-98.3% |
| Participation rate | 14.3% | 88.2%-73.9pp | 87.1%-72.8pp | 82.8%-68.5pp |
| Annual return | 14.64% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.58%-563.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $354 | $7,270-95.1% | $6,568-94.6% | $5,439-93.5% |
| Admin fee / account holder | $3,391 | $13,799-75.4% | $11,282-69.9% | $10,886-68.8% |