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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 | $5,971 | $106,008-94.4% | $92,240-93.5% | $147,586-96.0% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 17.11% | 50.05%-32.9pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,100 | $4,478-75.4% | $3,897-71.8% | $5,439-79.8% |
| Admin fee / account holder | $2,751 | $6,333-56.6% | $5,194-47.0% | $10,886-74.7% |