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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 | $15,379 | $175,257-91.2% | $149,717-89.7% | $139,456-89.0% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | 14.23% | 166.70%-152.5pp | 134.41%-120.2pp | 373.45%-359.2pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $394 | $6,521-94.0% | $5,682-93.1% | $6,711-94.1% |
| Admin fee / account holder | $5,457 | $16,156-66.2% | $13,213-58.7% | $11,407-52.2% |