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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 | $3,128 | $160,059-98.0% | $140,019-97.8% | $135,382-97.7% |
| Participation rate | 12.5% | 88.5%-76.0pp | 87.5%-75.0pp | 82.6%-70.1pp |
| Annual return | 3.96% | 911.44%-907.5pp | 651.15%-647.2pp | 519.77%-515.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $954 | $7,641-87.5% | $6,927-86.2% | $5,609-83.0% |
| Admin fee / account holder | $10,672 | $13,328-19.9% | $10,705-0.3% | $10,829-1.4% |