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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 | $20,088 | $171,867-88.3% | $149,721-86.6% | $147,586-86.4% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 19.57% | 2113.36%-2093.8pp | 1501.67%-1482.1pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,515 | $7,270-65.4% | $6,568-61.7% | $5,439-53.8% |
| Admin fee / account holder | $3,586 | $13,799-74.0% | $11,282-68.2% | $10,886-67.1% |