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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 | $6,479 | $150,447-95.7% | $136,298-95.2% | $147,586-95.6% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 21.83% | 1049.15%-1027.3pp | 5156.27%-5134.4pp | 578.59%-556.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,640 | $6,631-75.3% | $6,247-73.7% | $5,439-69.8% |
| Admin fee / account holder | $2,394 | $10,906-78.0% | $9,244-74.1% | $10,886-78.0% |