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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 | $16,003 | $176,120-90.9% | $159,487-90.0% | $167,553-90.4% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 10.23% | 331.95%-321.7pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,744 | $7,752-77.5% | $7,354-76.3% | $6,343-72.5% |
| Admin fee / account holder | $8,282 | $12,561-34.1% | $10,804-23.3% | $12,316-32.8% |