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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 | $1,033 | $149,040-99.3% | $120,225-99.1% | $137,256-99.2% |
| Participation rate | 11.1% | 75.4%-64.3pp | 69.6%-58.5pp | 80.0%-68.8pp |
| Annual return | 12.68% | 605.68%-593.0pp | 439.23%-426.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $86 | $4,350-98.0% | $3,475-97.5% | $4,156-97.9% |
| Participant deferral / active EE | $128 | $4,655-97.3% | $3,999-96.8% | $6,407-98.0% |
| Admin fee / account holder | $2,014 | $6,348-68.3% | $5,696-64.6% | $12,270-83.6% |