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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 | $9,200 | $202,342-95.5% | $172,752-94.7% | $152,897-94.0% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.5%-65.8pp |
| Annual return | 19.99% | 1029.83%-1009.8pp | 802.97%-783.0pp | 345.43%-325.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $237 | $5,948-96.0% | $5,198-95.4% | $5,851-96.0% |
| Admin fee / account holder | $4,450 | $17,111-74.0% | $13,955-68.1% | $11,599-61.6% |