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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 | $6,061 | $210,698-97.1% | $178,014-96.6% | $145,959-95.8% |
| Participation rate | 11.1% | 80.8%-69.7pp | 77.1%-66.0pp | 80.3%-69.2pp |
| Annual return | 14.16% | 386.27%-372.1pp | 294.80%-280.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $385 | $6,958-94.5% | $6,276-93.9% | $6,689-94.3% |
| Admin fee / account holder | $2,477 | $12,016-79.4% | $10,362-76.1% | $13,398-81.5% |