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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 | $4,074 | $167,030-97.6% | $135,768-97.0% | $155,188-97.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 9.79% | 678.39%-668.6pp | 526.10%-516.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $18 | $4,132-99.6% | $3,394-99.5% | $4,248-99.6% |
| Participant deferral / active EE | $167 | $4,528-96.3% | $3,977-95.8% | $6,531-97.4% |
| Admin fee / account holder | $20,506 | $8,172+150.9% | $7,048+190.9% | $14,480+41.6% |