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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 | $14,872 | $175,257-91.5% | $149,717-90.1% | $139,456-89.3% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 11.05% | 166.70%-155.7pp | 134.41%-123.4pp | 373.45%-362.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $467 | $6,521-92.8% | $5,682-91.8% | $6,711-93.0% |
| Admin fee / account holder | $494 | $16,156-96.9% | $13,213-96.3% | $11,407-95.7% |