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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 | $1,765 | $202,342-99.1% | $172,753-99.0% | $152,909-98.8% |
| Participation rate | 54.2% | 87.1%-32.9pp | 82.6%-28.5pp | 82.5%-28.3pp |
| Annual return | 25.74% | 1029.88%-1004.1pp | 803.00%-777.3pp | 345.46%-319.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $783 | $5,948-86.8% | $5,198-84.9% | $5,851-86.6% |
| Admin fee / account holder | $513 | $17,112-97.0% | $13,956-96.3% | $11,601-95.6% |