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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 | $18,731 | $150,447-87.5% | $136,298-86.3% | $147,586-87.3% |
| Participation rate | 22.2% | 84.4%-62.2pp | 81.9%-59.7pp | 82.8%-60.6pp |
| Annual return | 12.57% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $600 | $6,631-91.0% | $6,247-90.4% | $5,439-89.0% |
| Admin fee / account holder | $4,499 | $10,906-58.7% | $9,244-51.3% | $10,886-58.7% |