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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 | $6,202 | $209,422-97.0% | $178,503-96.5% | $158,982-96.1% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 7.63% | 188.81%-181.2pp | 151.12%-143.5pp | 302.99%-295.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,251 | $5,955-79.0% | $5,202-76.0% | $5,983-79.1% |
| Admin fee / account holder | $1,386 | $17,079-91.9% | $13,987-90.1% | $11,252-87.7% |