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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 | $9,130 | $209,428-95.6% | $178,498-94.9% | $158,950-94.3% |
| Participation rate | 30.0% | 86.4%-56.4pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 10.19% | 188.78%-178.6pp | 151.09%-140.9pp | 302.91%-292.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $335 | $5,955-94.4% | $5,202-93.6% | $5,983-94.4% |
| Admin fee / account holder | $1,983 | $17,077-88.4% | $13,985-85.8% | $11,248-82.4% |