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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 | $17,593 | $177,353-90.1% | $158,226-88.9% | $198,609-91.1% |
| Participation rate | 5.3% | 77.0%-71.8pp | 74.8%-69.6pp | 82.4%-77.1pp |
| Annual return | 17.19% | 599.50%-582.3pp | 501.41%-484.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $848 | $4,615-81.6% | $4,317-80.4% | $6,977-87.9% |
| Admin fee / account holder | $37,990 | $10,960+246.6% | $10,217+271.8% | $19,030+99.6% |