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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 | $7,467 | $198,457-96.2% | $170,435-95.6% | $147,586-94.9% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 15.67% | 257.30%-241.6pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $954 | $5,629-83.1% | $4,939-80.7% | $5,439-82.5% |
| Admin fee / account holder | $3,092 | $16,852-81.7% | $13,881-77.7% | $10,886-71.6% |