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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 | $2,667 | $175,257-98.5% | $149,717-98.2% | $139,456-98.1% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.6pp |
| Annual return | 11.70% | 166.70%-155.0pp | 134.41%-122.7pp | 373.45%-361.8pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $457 | $6,521-93.0% | $5,682-92.0% | $6,711-93.2% |
| Admin fee / account holder | $928 | $16,156-94.3% | $13,213-93.0% | $11,407-91.9% |