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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 | $3,603 | $165,381-97.8% | $149,730-97.6% | $158,966-97.7% |
| Participation rate | 4.5% | 84.6%-80.0pp | 82.5%-77.9pp | 82.0%-77.4pp |
| Annual return | 53.67% | 348.29%-294.6pp | 276.70%-223.0pp | 302.95%-249.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $572 | $7,182-92.0% | $6,843-91.6% | $5,983-90.4% |
| Admin fee / account holder | $4,589 | $10,809-57.5% | $9,310-50.7% | $11,250-59.2% |