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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 | $149,040-100.0% | $120,225-100.0% | $137,256-100.0% |
| Participation rate | 7.1% | 75.4%-68.3pp | 69.6%-62.4pp | 80.0%-72.8pp |
| Annual return | 10.73% | 605.68%-595.0pp | 439.23%-428.5pp | 220.34%-209.6pp |
| Employer contribution / active EE | $98 | $4,350-97.7% | $3,475-97.2% | $4,156-97.6% |
| Participant deferral / active EE | $107 | $4,655-97.7% | $3,999-97.3% | $6,407-98.3% |
| Admin fee / account holder | $8,427 | $6,348+32.8% | $5,696+47.9% | $12,270-31.3% |