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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 | $1,770 | $202,463-99.1% | $169,397-99.0% | $139,487-98.7% |
| Participation rate | 14.3% | 81.1%-66.8pp | 77.2%-62.9pp | 80.3%-66.1pp |
| Annual return | 50.09% | 532.64%-482.6pp | 406.23%-356.1pp | 373.84%-323.8pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $549 | $6,941-92.1% | $6,223-91.2% | $6,713-91.8% |
| Admin fee / account holder | $601 | $10,726-94.4% | $9,017-93.3% | $11,407-94.7% |