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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 | $6,139 | $176,120-96.5% | $159,487-96.2% | $167,553-96.3% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 765.08% | 331.95%+433.1pp | 263.71%+501.4pp | 478.89%+286.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $597 | $7,752-92.3% | $7,354-91.9% | $6,343-90.6% |
| Admin fee / account holder | $4,214 | $12,561-66.5% | $10,804-61.0% | $12,316-65.8% |