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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 | $4,604 | $202,342-97.7% | $172,752-97.3% | $152,897-97.0% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.5%-64.3pp |
| Annual return | 17.70% | 1029.83%-1012.1pp | 802.97%-785.3pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $174 | $5,948-97.1% | $5,198-96.7% | $5,851-97.0% |
| Admin fee / account holder | $1,979 | $17,111-88.4% | $13,955-85.8% | $11,599-82.9% |