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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 | $11,035 | $226,135-95.1% | $182,558-94.0% | $152,909-92.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 20.32% | 192.60%-172.3pp | 148.59%-128.3pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,182 | $6,371-81.4% | $5,526-78.6% | $5,851-79.8% |
| Admin fee / account holder | $818 | $10,707-92.4% | $8,594-90.5% | $11,601-92.9% |