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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 | $2,652 | $114,073-97.7% | $96,161-97.2% | $167,518-98.4% |
| Participation rate | 11.1% | 75.1%-64.0pp | 68.4%-57.3pp | 82.1%-71.0pp |
| Annual return | 10.07% | 189.95%-179.9pp | 192.01%-181.9pp | 478.71%-468.6pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $394 | $5,195-92.4% | $4,349-90.9% | $6,342-93.8% |
| Admin fee / account holder | $462 | $6,899-93.3% | $5,538-91.7% | $12,312-96.2% |