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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 | $8,870 | $138,078-93.6% | $125,363-92.9% | $134,509-93.4% |
| Participation rate | 9.1% | 84.5%-75.4pp | 82.4%-73.3pp | 81.2%-72.1pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,190 | $7,800-84.7% | $7,447-84.0% | $6,400-81.4% |
| Admin fee / account holder | $4,049 | $11,566-65.0% | $10,005-59.5% | $11,427-64.6% |