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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 | $19,975 | $150,447-86.7% | $136,298-85.3% | $147,586-86.5% |
| Participation rate | 36.8% | 84.4%-47.6pp | 81.9%-45.1pp | 82.8%-46.0pp |
| Annual return | 14.84% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $846 | $6,631-87.2% | $6,247-86.5% | $5,439-84.5% |
| Admin fee / account holder | $661 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |