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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 | $9,263 | $56,200-83.5% | $67,653-86.3% | $59,633-84.5% |
| Participation rate | 15.1% | 71.5%-56.4pp | 75.7%-60.5pp | 68.7%-53.6pp |
| Annual return | 24.41% | 18506.71%-18482.3pp | 6625.22%-6600.8pp | 2041.40%-2017.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $344 | $2,843-87.9% | $3,560-90.3% | $3,192-89.2% |
| Admin fee / account holder | $495 | $3,959-87.5% | $4,821-89.7% | $4,297-88.5% |