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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 | $6,001 | $180,459-96.7% | $154,108-96.1% | $135,380-95.6% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | 1.38% | 888.21%-886.8pp | 735.21%-733.8pp | 519.81%-518.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,870 | $5,806-67.8% | $5,081-63.2% | $5,609-66.7% |
| Admin fee / account holder | $1,479 | $16,145-90.8% | $13,411-89.0% | $10,828-86.3% |