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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 | $6,838 | $217,427-96.9% | $185,837-96.3% | $167,518-95.9% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 10.57% | 148.39%-137.8pp | 122.08%-111.5pp | 478.71%-468.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $236 | $6,357-96.3% | $5,568-95.8% | $6,342-96.3% |
| Admin fee / account holder | $16,509 | $19,816-16.7% | $16,241+1.6% | $12,312+34.1% |