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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 | $5,064 | $99,647-94.9% | $86,439-94.1% | $134,493-96.2% |
| Participation rate | 38.5% | 82.1%-43.6pp | 80.3%-41.9pp | 81.2%-42.8pp |
| Annual return | 235.21% | 6784.13%-6548.9pp | 4395.55%-4160.3pp | 418.01%-182.8pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,524 | $7,246-79.0% | $6,952-78.1% | $6,400-76.2% |
| Admin fee / account holder | $560 | $8,373-93.3% | $6,732-91.7% | $11,425-95.1% |