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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 | $1,867 | $210,698-99.1% | $178,014-99.0% | $145,959-98.7% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 66.84% | 386.27%-319.4pp | 294.80%-228.0pp | 561.95%-495.1pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $458 | $6,958-93.4% | $6,276-92.7% | $6,689-93.1% |
| Admin fee / account holder | $770 | $12,016-93.6% | $10,362-92.6% | $13,398-94.3% |