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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 | $6,471 | $100,911-93.6% | $90,440-92.8% | $158,966-95.9% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.7%-57.7pp | 82.0%-67.0pp |
| Annual return | 18.13% | 1726.62%-1708.5pp | 1294.38%-1276.2pp | 302.95%-284.8pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $653 | $4,348-85.0% | $3,964-83.5% | $5,983-89.1% |
| Admin fee / account holder | $5,694 | $6,507-12.5% | $5,615+1.4% | $11,250-49.4% |