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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 | $16,232 | $217,432-92.5% | $185,851-91.3% | $167,553-90.3% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 10.22% | 148.43%-138.2pp | 122.11%-111.9pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,100 | $6,357-82.7% | $5,569-80.2% | $6,343-82.7% |
| Admin fee / account holder | $2,180 | $19,820-89.0% | $16,245-86.6% | $12,316-82.3% |