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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 | $5,982 | $138,114-95.7% | $125,391-95.2% | $134,545-95.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,183 | $5,246-77.4% | $4,816-75.4% | $4,742-75.0% |
| Participant deferral / active EE | $1,816 | $7,801-76.7% | $7,448-75.6% | $6,401-71.6% |
| Admin fee / account holder | $10,018 | $11,570-13.4% | $10,009+0.1% | $11,431-12.4% |