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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 | $3,406 | $49,199-93.1% | $121,204-97.2% | $75,173-95.5% |
| Participation rate | 40.0% | 55.4%-15.4pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 26.58% | 56.04%-29.5pp | 987.18%-960.6pp | 160.72%-134.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $478 | $2,630-81.8% | $4,083-88.3% | $4,126-88.4% |
| Admin fee / account holder | $710 | $3,946-82.0% | $5,651-87.4% | $5,651-87.4% |