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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 | $17,784 | $70,587-74.8% | $124,693-85.7% | $85,847-79.3% |
| Participation rate | 4.5% | 64.4%-59.9pp | 74.6%-70.1pp | 69.3%-64.8pp |
| Annual return | 13.37% | 20688.83%-20675.5pp | 5144.19%-5130.8pp | 318.61%-305.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $60 | $2,969-98.0% | $4,615-98.7% | $3,952-98.5% |
| Admin fee / account holder | $1,895 | $5,282-64.1% | $7,494-74.7% | $6,261-69.7% |